Posts by The Muirfield Team
How will the sale of my home impact my age pension?
Selling your home can impact your Age Pension in Australia, depending on how you handle the proceeds from the sale. Here’s a breakdown of the key points based on current rules as of 2025: Long Term Strategies If you have surplus proceeds following the changeover of your principal home, you may want to consider these strategies to…
Read MoreDon’t Get Hooked: Your Guide to Spotting Phishing Scams
As more of our lives move online, from banking to booking holidays, it’s more important than ever to stay alert to scams. One of the most common and dangerous is phishing, which sounds exactly like dropping a line in Corio bay, but couldn’t be further from the truth. Phishing is when a scammer pretends to…
Read MoreInvestment Market Update – Iran and Israel conflict
Every quarter, our internal investment committee meet to reflect on the times we are in and strategically position client accounts for coming months and years. The outcome of this month’s meeting will be shared with you, our clients, at some point in July. Until then, in what has become a fast-moving matter in the Middle…
Read MoreEnd of Financial Year Superannuation Reminders
We’ve put together a short list of our top tax saving tips (using your superannuation) so you can keep more income in your back pocket and less in the ATO’s coffers this financial year.
Read MoreInvestment Market Update – 2024
Against a backdrop of high (but reducing) inflation, evidence of a “soft-landing” and the beginning of a global interest rate easing cycle, 2024 proved to be another strong year for equity markets. Read on for a brief summary of investment markets across 2024.
Read MoreWhat estate planning options do I have for a blended family?
Blended families create unique estate planning issues. There is a risk the children of a previous relationship are excluded from a Will or what is commonly see is the surviving spouse or partner receives nothing or not enough. In this article we touch on a few of those considerations.
Read MoreDoes an Estate or Death Tax exist?
There is a common misconception that a blanket “death tax” or “estate tax “exists. There are no inheritance or estate taxes per se, however, estates and beneficiaries alike may still have tax obligations related to certain assets.
Read MoreHow does an inheritance impact my Age Pension?
The impact an inheritance may have on your Age Pension payment is very much a case-by-case scenario. It depends on one’s existing wealth, the amount inherited, and the circumstances of receiving the inheritance. For example, did you receive the inheritance from your parents or was it a spouse who passed away. In this article we unpack some of the considerations.
Read MoreHow to Adjust Your Retirement Plan in a Changing Economy
In today’s ever-changing economic landscape, it’s crucial to have a flexible retirement plan that can adapt to fluctuations. Whether it’s market volatility, inflation, or unexpected financial challenges, being prepared can help ensure your retirement remains secure.
Read MoreAged Care Reforms
The recent Aged Care Taskforce Report revealed many of the financial deficiencies in the Aged Care system. This has prompted the Government to make sweeping changes to the way care is charged and in this article we have summarised some of the key proposals.
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