5 Tips When Preparing for June 30

  We have only 7 short weeks left of the 2015-16 financial year and NOW is the perfect time to organise those last minute financial affairs. To ensure you are on top of tax time here are our top 5 tips for preparing for June 30. 1. Seek expert advice Make time now to see your accountant … [Read more...]

Steps to Financial Planning

Your adviser is like a personal trainer for your money Financial advice will mean different things to different people. It will be tailored to your own unique circumstances and focus on the aspects of your financial situation that will deliver the greatest immediate and long-term benefit. STEP 1: … [Read more...]

Changes to pension assets test in 2017: Are you ready?

The Government has passed law to change Centrelink’s Age Pension assets test from 1 January 2017  Here's a reminder about the changes. To receive a full pension: From 1 January 2017, the Government will increase the assets test limit to qualify for a full pension to $375,000 for couples and … [Read more...]

Understanding Retirement Income Streams

You've worked hard for years and saved up a sizeable retirement nest egg and now you want to retire.  The decision about how to structure your retirement income streams to maximise your Centrelink entitlements, minimise your tax liabilities and ensure that your money lasts as long as possible can be … [Read more...]

Avoid the Xmas Crunch

Enjoy the holiday season and start 2016 with more money in your pocket. The holiday season is a joyful and happy time, however it is too often followed by a financial hangover. Find out how to avoid it and get your budget on track.  We will give you some simple hints and tips on setting a budget … [Read more...]

Explore your options this end of financial year

With the end of financial year fast approaching now is a good opportunity to review your super savings with Country Wide Wealth. More and more people are finding that a conversation with an expert today can help them build for a better lifestyle tomorrow – with the added potential of saving on tax … [Read more...]

Seminar: Transitioning to Retirement – a gradual move

Transitioning to Retirement - a gradual move. Aged 55 and over? Were you aware that you can currently get limited access to your Superannuation in a tax friendly manner? The Australian Government has made it possible for you to keep working while drawing down some of your super benefits. The … [Read more...]

Seminar: Understanding Your Pension – A Centrelink presentation

Retiring from paid work is a major life change.  To help with your retirement planning, we've teamed up with Centrelink's Financial Information Services Officer to bring you all you need to know about your pension and how it will effect you. What you will learn about: How your pension is … [Read more...]

Back to School planning tips

As children head back to school after the summer holidays many parents across Australia can breathe a sigh of relief.  However it’s not always as simple as shuffling them out the front door and waving goodbye. Parents might feel like they are just recovering from the cost of Christmas, so the … [Read more...]

6 ways to spring clean and save!

With the arrival of the warmer weather, many people’s thoughts turn to spring-cleaning. Instead of just clearing out the cupboards and washing the windows, why not spring clean your finances and save money at the same time? That way you’re not only dusting away the cobwebs, but also improving your … [Read more...]