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Seminars

We host free events every quarter on a range of helpful topics – including aged care and retirement planning seminars. We’d love for you to join us for a relaxed yet informative presentation. It’s a great way to meet our advisers and ask any general questions before making an appointment. Simply click on an event below to find out more and register.

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26
August
26 August 2024
We are hosting a FAQ event on the tips and tricks unique to SuperSA and how we can assist to maximise your benefits. Some of the key questions we will discuss are: How much can I salary sacrifice to SuperSA? Why is my level of insurance cover important? What is a Transition to Retirement Strategy? How does financial advice work? Join us for this informative session on how we can help make your SuperSA work smarter for you.
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25
November
25 November 2024
We are hosting a FAQ event on the tips and tricks unique to SuperSA and how we can assist to maximise your benefits. Some of the key questions we will discuss are: How much can I salary sacrifice to SuperSA? Why is my level of insurance cover important? What is a Transition to Retirement Strategy? How does financial advice work? Join us for this informative session on how we can help make your SuperSA work smarter for you.
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7
August
7 August 2024
Today “Retirement Living” is a broad spectrum that covers everything from in-home assistance to independent retirement village accommodation. So whether staying in your family home is your priority – or downsizing and seeking a community environment is your preference, there are options available to you. Likewise, “Aged Care” can cater for those in need of low-level care to high-level care.
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6
November
6 November 2024
Today “Retirement Living” is a broad spectrum that covers everything from in-home assistance to independent retirement village accommodation. So whether staying in your family home is your priority – or downsizing and seeking a community environment is your preference, there are options available to you. Likewise, “Aged Care” can cater for those in need of low-level care to high-level care.

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Latest insights

As retirement is approaching, it's natural to reassess your financial strategies, ensuring a comfortable and stress-free retirement. For many, investment properties have been a cornerstone of wealth accumulation, but as retirement looms, it's prudent to review their role in your overall financial plan.
A significant area of inheritance tax “by stealth” is a deceased person’s superannuation benefits. Superannuation held by a person at the time of their death may include benefits in the accumulation phase, the pension phase, or a combination of both.
The Budget this week has created a diverse opinion as to who the beneficiaries are; it appears it’s everybody and nobody. As is customary for all budgets, praise is thin.