by Milestone Financial | Jul 18, 2023 | Uncategorized
How to keep your finances on track once you leave the workforce When you’ve worked hard all your life to build up your nest egg, the last thing you want to do is fritter it away too quickly. In this article, we look at the common money mistakes people in retirement...
by Milestone Financial | Jul 18, 2023 | Uncategorized
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling inflation and hopes rates are near the top. Shares are at...
by Milestone Financial | Jun 16, 2023 | Uncategorized
If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your primary residence. On 1 January 2023, the age when eligible Australians qualify to make downsizer...
by Milestone Financial | Jun 16, 2023 | Uncategorized
Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed, self-employed, unemployed or retired, you might be eligible to claim a tax deduction on your after-tax super contributions. After-tax super...
by Milestone Financial | May 4, 2023 | Financial independence, Retire Right
Investment Philosophy Forward-looking We believe that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and the implied risks in financial markets. This can mean at times making decisions that are...
