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Posted by Neville Hughes on 28.03.2019

Family Trusts, Private Companies and Centrelink - what does it mean for your age pension?

You’d be surprised at the number of people who are all excited about getting to age pension age (65) and head down to Centrelink and do all the paperwork, only to be told they will get a smaller pension, or no pension at all, because they are the trustee, appointor or beneficiary of a designated family trust or a director or shareholder of a designated private company.

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Topics: Retirement Planning, Business Planning, Personal Financial Planning

Posted by Neville Hughes on 10.01.2019

Don't dream it. Do it! How to reach your financial goals

What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement free of money worries, making a financial plan is an important step in the right direction.

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Topics: Retirement Planning, Personal Financial Planning, Wealth creation

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