Dear clients and friends
Welcome to the February issue of Morrows Insight, we hope you find the following articles of interest.
The Importance of Aged Care Planning
The cost of Aged Care can vary dramatically and the amount you pay will depend on your personal situation and the type of care you require. The Government provides some funding but this is dependent on your assessable assets and income. Understanding these complexities is key – click here
What’s your Retirement Plan?
Retirement is a journey, not a destination and whether it’s a long way off or just around the corner it’s important to revisit your plan to see if you’re on track to achieving your retirement goals, whatever they may be – click here
Is your Retirement Nest Egg at Risk?
Morrows Private Wealth identifies sequencing risk as a significant threat to the security of our clients meeting their retirement lifestyle goals and have developed an investment approach to effectively mitigate this risk – click here
An Alternative Way to Invest into Australian Equities
In this short video Morrows’ Chief Investment Officer Chris Molloy looks at other strategies within the Australian equities universe which do not rely on the market to rise in order to generate returns – that is by using market neutral strategies – watch video
P-Plater Protection
Do your children or grandchildren have P-Plater Protection? Do you even know such a form of protection exists? Unfortunately car accidents involving P-Plate drivers are all too common these days, but it is possible to provide protection for them specifically for the most common injuries sustained in car accidents – click here
Paying off Student Debt? Discount and Voluntary Repayment Bonus to be Removed
From 1 January 2017, the Australian Government will remove the upfront HECS-HELP discount of 10% for eligible students that pay their student contributions upfront and the voluntary HELP repayment bonus of 5% – click here