MANAGING EXCESS NON-CONCESSIONAL CONTRIBUTIONS IN THE PSS
INTEREST RATE DECREASES EFFECT ON THE PROPERTY MARKET
SUPERANNUATION AND CENTRELINK CHANGES EFFECTIVE 1ST JULY 2025
THE IMPORTANCE OF NOMINATING A BENEFICIARY FOR YOUR SUPER
TAKE ADVANTAGE OF RATE CUTS: WHY KEEPING YOUR MORTGAGE REPAYMENTS THE SAME CAN SAVE YOU THOUSANDS
DON’T LEAVE IT TOO LATE – TIME’S ALMOST UP TO MAXIMISE YOUR SUPER CONTRIBUTIONS
WHY TIME IS RUNNING OUT TO USE THE CARRIED FORWARD CONTRIBUTION CAP
THE RBA STARTS CUTTING RATES
GOLD AS A GROWTH ALETRNATIVE ASSET IN YOUR PORTFOLIO
SHIFTING WINDS IN THE MORTGAGE AND FINANCIAL CLIMATE
WHY SUPER AND GROWTH ASSETS LIKE SHARES REALLY ARE LONG TERM INVESTMENTS
ENJOY THE NOW AND SECURE YOUR FUTURE
10 REASONS TO SEE A FINANCIAL ADVISER
INTERGENERATIONAL WEALTH – CONFLICTING PRIORITIES FOR OLDER AUSTRALIANS
WHY CHOOSE A MANAGED ACCOUNT?
WHAT’S CAPITAL GAINS TAX AND WHEN DO YOU PAY IT?
THE 2024-25 FEDERAL BUDGET INSIGHTS
EMERGING MARKETS
ESTATE & SUCCESSION PLANNING FOR MODERN FAMILIES
TAKING CHARGE OF YOUR CAREER
SUSTAINABLE INVESTING ON THE RISE
6 THINGS TO KNOW ABOUT BUY NOW PAY LATER SERVICES
GET THAT MONEY MINDSET THIS YEAR
CARRY-FORWARD CONCESSIONAL CONTRIBUTIONS
DON’T SET RESOLUTIONS, SET GOALS
HOW TO RETIRE WITH CONFIDENCE
HOW INVESTMENT MARKET VOLATILITY COULD AFFECT YOUR SUPER
A GIFT THAT KEEPS ON GIVING – BUYING SHARES FOR YOUR KIDS
REVIEWING YOUR PERSONAL INSURANCE POLICIES
HELPING YOU LOOSEN THE PURSE STRINGS
GIVE YOUR FINANCES A SHAKE OUT IN 2024
HOW MUCH DO WE DEPEND ON CHINA?
CATCHING THE KINDNESS BUG
WHY IT’S IMPORTANT TO THINK ABOUT INSURANCE AHEAD OF RETIREMENT
HOW DO INTEREST RATES AFFECT YOUR INVESTMENT?
TIME TO SPRING CLEAN YOUR FINANCES?
WILL THESE SUPER CHANGES AFFECT YOU?
WHO NEEDS A TESTAMENTARY TRUST?
HOW TO PREPARE FINANCIALLY FOR STARTING A FAMILY
9 MONEY MISTAKES PEOPLE MAKE IN RETIREMENT
OLIVER’S INSIGHT – 2022-23 SAW INVESTMENT RETURNS REBOUNDS
MAKING SUPERANNUATION DOWNSIZER CONTRIBUTIONS
tax-deductible suerannuation contributions explained
Superannuation Advice
SUPER CHECKLIST FOR EOFY
REVIEW YOUR PERSONAL INSURANCE: WHEN, WHY AND HOW
SHOULD YOU CHOOSE A FIXED OR A VARIABLE RATE LOAN
HOME LOANS DECODED: YOUR ESSENTIAL GUIDE FROM A TO Z
HOW DOES TRANSITION TO A RETIREMENT (TTR) PENSION WORK?
THE 2022-2023 FEDERAL BUDGET
IS THIS THE END OF THE HOUSING BOOM
THE ESCALATION IN UKRAINE TENSIONS – IMPLICATIONS FOR INVESTORS
9 MONEY TIPS IF YOU ARE HAVING A BABY
10 MONEY CONVERSATIONS TO HAVE WITH YOUR PARTNER
WHY AUSTRALIAN INTEREST RATES ARE LIKELY TO RISE AND WHEN
THREE CONTRIBUTTION STRATEGIES TO CONSIDER
6 THINGS TO KNOW ABOUT BUY NOW PAY LATER SERVICES
HOW WORRIED SHOULD INVESTORS BE ABOUT HIGHER INFLATION
SHARE MARKET FALLS – SEVEN THINGS FOR INVESTORS TO KEEP IN MIND
SHOULD YOU SALARY SACRIFICE INTO SUPER
OF COURSE I TRUST YOU – POWER OF ATTORNEY EXPLAINED
REVIEW OF 2021, OUTLOOK FOR 2022 – RECOVERY TO CONTINUE AS WE HOPEFULLY LEARN TO LIVE WITH COVID
THE GAME CHANGER COMING INTO SUPERANNUATION
COMPOUND INTEREST IS LIKE MAGIC – AND IT IS AN INVESTOR’S BEST FRIEND
FOUR KEY RISKS TO CONSIDER FOR A COMFORTABLE RETIREMENT
WHAT THE COVID REOPENING MEANS FOR THE ECONOMY
INCOME PROTECTION 101
TRAUMA COVER 101
VALUATIONS ARE AT ALL-TIME HIGHS-IS IT TIME TO SELL? T.I.N.A. SAY NO!
BEYOND COVID: THE OUTLOOK FOR INVESTMENT MARKET
SUPER IN AN OLDER AGE
A BOOK REVIEW ON LIMITLESS: UPGRADE YOUR BRAIN, LEARN ANYTHING FASTER, AND UNLOCK YOUR EXCEPTIONAL LIFE
SHOULD YOU USE PROPERTY TO FUND YOUR RETIREMENT
OUTLOOK ON THE STIMULUS MEASURES POST COVID
THE EFFECT OF COVID-19 ON THE AUSTRALIAN ECONOMY SO FAR
GREAT INVESTMENT QUOTES FOR TOPSY TURVY TIMES
CAPITALISING ON THE COVID-19 RECOVERY
SPENDING IN LOCKDOWN: A GUIDE FOR EVERYDAY KEN BEHRENS
SUPER RULE CHANGES STARTING 1ST JULY
WHAT IS CAPITAL GAINS TAX AND WHEN MIGHT I HAVE TO PAY IT?
YOUR GUIDE TO THE SUPER GUARANTEE (SG) AND RATE CHANGES
HOW MUCH SUPER SHOULD I HAVE AT MY AGE?
TIPS FOR TAX TIME
GENDER AND PERSONAL FINANCES
FROM SPENDER TO SAVER
SIX WAYS COVID-19 MIGHT CHANGE YOUR BUSINESS (FOR THE BETTER)
FEELING BLUE ABOUT YOUR DEBTS?
ARE YOU ELIGIBLE FOR SCHOOL SUBSIDIES?
7 KEY CHARTS FOR INVESTORS TO WATCH REGARDING THE GLOBAL ECONOMY AND INVESTMENTS MARKETS THIS YEAR
HOW TO HAVE A GOOD RELATIONSHIP WITH YOUR RETIREMENT
IS $1 M ENOUGH TO RETIRE?
TIPS FOR PARENTS WHO BECAME THE BANK OF MUM AND DAD
CLOSE TO 85% OF LOANS NO LONGER ON HOLD BECAUSE OF COVID-19
MORE AUSSIES LOOK TO BUY PROPERTY AND REFINANCE
OLIVER’S INSIGHTS – REVIEW OF 2020 & 2021 OUTLOOK
(from pandemic to recovery)
WHY IT PAYS TO REVIEW YOUR COVER
3 GOLDEN RULES THAT MAKE SAVING FOR RETIREMENT EASIER
HOW FINANCIAL ADVICE CAN HELP
5 WAYS TO SHOP A LITTLE SMARTER THIS CHRISTMAS
HOW TO IDENTIFY (AND BEAT) YOUR SPENDING TRIGGERS
CREATE AN 8 WEEK CHRISTMAS SAVINGS PLAN
THREE WAYS TO HELP FUTURE-PROOF YOUR CAREER IN 2020
WAYS TO USE YOUR TAX REFUND FOR A STRONGER FINANCIAL FUTURE
THINGS TO AVOID AS A NEWBIE INVESTOR
WHAT KIND OF MONEY PARENT ARE YOU?
DIGITAL PAYMENTS AND ONLINE BANKING FOR OLDER AUSTRALIANS
CHECKLIST FOR THE END OF FINANCIAL YEAR
DIVERSIFICATION – WHY IT MATTERS MORE THAN EVER
HOW DO YOU SAVE FOR THAT RAINY DAY?
HOW INVESTMENT MARKET VOLATILITY COULD AFFECT YOUR SUPER
MYTHS ABOUT LIFE INSURANCE
GIFTING AND FINANCIAL GENEROSITY DURING CORONAVIRUS
PRESERVING RETIREMENT SAVINGS DURING COVID-19
HOW TO CREATE REALISTIC GOALS AND STICK TO THEM
CHANGES TO MINIMUM PENSION INCOME STREAM PAYMENTS IN RESPONSE TO CORONAVIRUS
PLANNING FOR HEALTHCARE COSTS IN RETIREMENT
DEALING WITH BEING ASSET RICH AND CASH POOR
SUPERANNUATION CONTRIBUTIONS
RESIST TODAY, RELAX TOMORROW
TOP 10 LIFESTYLE COSTS
GROW YOUR SUPER IN THE NEW YEAR
5 DAYS TO GET YOUR FINANCES IN ORDER
MILESTONE’S INVESTMENT APPROACH
WHAT LOW-INTEREST RATES COULD MEAN FOR YOU
SEPTEMBER 2019 MARKET OVERVIEW
ACT NOW TO PROTECT YOUR SUPER
BOOST YOUR SUPER WITH ‘CATCHUP CONTRIBUTIONS’
HOW HAPPY ARE YOU?
PSS VOLUNTARY REDUNDANCY – TO PRESERVE OR NOT?
IS THE PSSap THE RIGHT FUND FOR YOU?
INTER-GENERATIONAL WEALTH TRANSFER
INVESTING FOR A PASSIVE INCOME STREAM
PSS INVALIDITY – THINGS YOU MIGHT NOT KNOW
SHOULD I INCREASE MY PSS MEMBER CONTRIBUTION?
BE OPTIMISTIC BUT HAVE A PLAN B
GET THE FINANCIAL BASICS RIGHT
HAVE YOU EVER WONDERED HOW MUCH HAVING A CHILD COSTS?
STRATEGIES TO HELP YOU CLOSE THE RETIREMENT GAP
HAVE YOU BEEN OFFERED A VOLUNTARY REDUNDANCY?
IMPORTANCE OF BINDING DEATH BENEFIT NOMINATIONS
PROPERTY STYLING MAXIMISE YOUR RETURN
PROTECT YOUR INCOME – YOU NEVER KNOW
IS YOUR LIFE INSURANCE KEEPING UP WITH YOU AND YOUR LIFESTYLE?
FINANCIAL GOALS CONTRIBUTE TO A LIFE WELL LIVED
TEACHING KIDS ABOUT MONEY
SELF-MANAGED SUPER FUNDS (SMSF): WHY YOU NEED A CORPORATE TRUSTEE
INSURANCE MUST-HAVES FOR SMALL BUSINESS OWNERS
6 TRAITS OF AUSTRALIANS LIVING THE DREAM
CHARITABLE GIVING AND YOUR FINANCES
CHILDCARE SUBSIDY THE MOST IMPORTANT ISSUE TO WORKING FAMILIES
DOWNSIZE YOUR PROPERTY UP-SIZE YOUR RETIREMENT
FLEXIBLE RETIREMENT INCOME FOR PSS MEMBERS
INVESTING FOR INCOME
Milestone Financial Services Pty Ltd
(ABN 68 100 591 508) is an Authorised Representative and Credit Representative of Akumin Financial Planning AFSL 232706