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Welcome to the new financial year!

Now is the ideal time to take a look at your financial situation and set some goals for the next 12 months. If you need some help, please contact our team on 02 4342 1888 to arrange a review.

Our article on the new 'downsizer contribution' program is a must read for anyone over 65 who is considering selling their home. We take look at how you can make the most of the last few years of work, before taking the big step into retirement.

We outline four types of assets that can be forgotten when it comes to estate planning. And, see how a 'buy now, pay later' option can end up costing much more than anticipated.

Feeling overwhelmed? Our final article provides some ways you can get over these feelings, and carry on being your productive, happy self.

If you want to discuss any of these articles or have any questions please contact this office on 02 4342 1888 or


Peter Talty

Downsize your home, upsize your super

Over 65? Thinking of selling your home? From 1 July 2018 you may be able to contribute up to $300,000 ($600,000 for a couple) from the proceeds of the sale of your home to your superannuation fund.


Super in your 60s. It’s still not too late!

For most Australians, their 60s is the decade that marks retirement. For some this means a graceful slide into a fulfilling life of leisure, enjoying the fruits of a lifetime of hard work. However, for many it means a substantial drop in income and living standards.


Different assets create different outcomes

A will is the first step in your estate plan, but it’s not everything. For example, depending on how your assets are held, will depend on how easily and to whom they will be distributed after you’ve gone.


Buy now; pay later; manage carefully

This article explains how the now popular ‘buy now, pay later’ offers work and how to make sure they don’t create unmanageable debt. It uses a case study and recommends financial guidance to overcome debt problems.



How to stop feeling overwhelmed

Feeling overwhelmed is a sign that you've got too much on your plate; here's how to conquer this feeling and organise your work effectively.