2022-23 Federal budget analysis

A balancing act

Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May.

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Elevating your mood…naturally

If it’s been a while since you had that wonderful feeling of euphoria, there are measures you can take to elevate your mood by encouraging production of your bodies naturally occurring ‘happy hormones’.

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What An Aged Care Consultant Can Do For You

The decision to place someone into an aged care residence can be very traumatic emotionally. On top of this there is a whole new vocabulary to come to terms with as well as navigating your way through the mysteries of Centrelink and choosing and negotiating with facilities.

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Aged care payment options

When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis.

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Lump Sum (one off) Withdrawals

If you are planning any large acquisitions in July that will require drawing down on your investments, superannuation or pension accounts, please be aware that most investment managers delay redemptions in the first weeks of the new financial year as they finalise their end of year accounts.To avoid any issues, we recommend you redeem any cash that will be needed in July, by no later than 15th June 2020 – or if possible, defer any large purchases to late July.PLEASE NOTE: All your regular payments (pensions etc.) will go through as normal. This temporary hold only relates to one off withdrawals.

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The problem with the term ‘balanced’…

Last week I talked about investment returns not necessarily to blow our own trumpet, but more to give reassurance that diversification works and that building in some downside protection can reduce the very big swings, single asset classes can have.

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