Autumn Newsletter

In the Autumn 2017 edition of the Muirfield eNews we give you the latest on what the team is up to, tell you about one of our incredible clients, discuss the latest in the market, give a brief overview of a new philanthropy effort and more. Most importantly, we want to tell you all about…

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Working Past Age Pension Age

There are a number of considerations to take into account when contemplating retirement, or a move to part-time work. If you continue working past Age Pension Age, individuals who scale back their hours often benefit from the gradual transition into life after work. For some, retaining the social support of a work environment can be…

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New Financial Planning Regulations

In a win for the Australian public and the Financial Services industry, the Government recently passed the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016. The bill is designed to raise the standard of financial advice in Australia. The new reforms will require existing financial planners to meet stringent education and exam requirements and…

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Redundancy. What Next?

Being made redundant is never easy. However, if you are made redundant it is important you Seek Financial Advice from a professional to ensure all important financial options are considered. Things worth reviewing include taxation, superannuation, insurances, Centrelink entitlements, and investments & cashflow. A summary of each is outlined below:

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Paying your Aged Care Entry Fee

If you have entered care and are required to pay an Entry Fee you can choose to pay this in one of three ways: A Lump sum payment called a ‘Refundable Accommodation Payment’ or RAD A Regular rental-type payment called a ‘Daily Accommodation Payment’ or DAP Combination of a RAD and a DAP You will…

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Make the Most of Centrelink changes

Changes to the asset test thresholds and associated taper rate took effect on 1 January 2017. All Australians who receive an Age Pension and whose payment will change as a result have been notified by Centrelink of their new payment rate. If you receive a payment, now might be a good time to check what…

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Reminder: You’re doing fine!

And we know you’re doing fine, because you’re reading this and are clearly interested in actively securing your lifestyle in retirement. You are either working to develop a plan for your future or already have one in place. You are ahead of the curve. According to a study done by MLC, of the Australians who…

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A brief review of 2016 and expectations for the year ahead

Proving that no one has a Crystal Ball, economists and presidential pollsters alike are looking back on 2016 and wondering how they got it all so wrong. As AMP’s Chief Economist, Shane Oliver, recently noted, “2016 was perhaps remarkable for the things that many thought were obvious at the start of the year but did…

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