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The email is well written. The letterhead belongs to a fund manager you have heard of. The document attached looks like a product disclosure statement,
A twelve week trip to see family in Europe costs you nothing in pension. A twenty seven week trip, for someone who arrived in Australia
There is a small, unglamorous provision in the social security rules that can be worth more than $1,200 a year to a part pensioner, and
Retirement village brochures lead with a price. A two bedroom unit, $520,000, in a well kept village with a community centre, a bowling green and
A retired couple in their mid seventies own their home outright. It is worth around $900,000. They receive the full Age Pension, they have about
A dividend reinvestment plan is one of the easiest good decisions an investor can make. You tick a box, the dividends stop landing in your
You own 3,000 shares in the same company, bought across three different years at three different prices. You decide to sell 1,000 of them. Which
It is one of the most common questions we hear from investors with a decent share portfolio built up in their personal name: can I
If you have worked overseas and then settled in Australia, you probably have retirement savings sitting in another country’s system, and it probably feels like
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