Thought Leadership
30
March
2024
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min read
MPIR Decreases to 8.34% from April 2024
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
The MPIR is expected to take a slight decrease next quarter, with the rate expected to be set at 8.34% per annum from 1 April 2024.
24
February
2021
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min read
ESG – aligning investing and ethical values
Brad Burns (AR: 000268321)
Private Client Adviser
This piece discusses the concept of ESG negative screening and how to utilise it effectively within a Not-For-Profit or ESG focused investment portfolio.
30
December
2023
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min read
MPIR Increasing to 8.38%
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Understanding the implications of the Maximum Permissible Interest Rate (MPIR) rise to 8.38% for aged care residents.
30
June
2023
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min read
Be Aware & Prevent Elder Abuse
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
The statistics on elder abuse are alarming, with up to 16%* of older Australians estimated to be suffering elder abuse each year.
30
May
2023
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min read
Aged Care Without a Large Lump Sum
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Understanding how aged care accommodation payments work and getting advice on your options can help to avoid the panic of trying to find a large lump sum.
30
December
2022
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min read
Festive Season Brings Family Decisions
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children notice changes in their ageing parents and can also be a time for parents to take control over their future with advice and family discussions.
30
July
2020
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min read
NSW Land Tax & Aged Care Planning
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Families are faced with many so many decisions when a loved one can no longer lived independently to move into permanent care.
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