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Posts by Rob Laurie

link to Understanding Rates and Thresholds for Aged Care and Pensions in Australia: A Comprehensive Quick Reference Guide for 2023

Understanding Rates and Thresholds for Aged Care and Pensions in Australia: A Comprehensive Quick Reference Guide for 2023

This article serves as your quick reference guide on rates and thresholds for aged care, pensions, and other financial matters relevant from 20th September 2023 to 31st December 2023.

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link to The Aged Care Financial Crisis: When You’re Too “Rich” but Not Rich Enough for RAD

The Aged Care Financial Crisis: When You’re Too “Rich” but Not Rich Enough for RAD

Let's talk about the elephant in the room: the excruciatingly unfair financial mess that is Australia's aged care system. Alright, I'm just going to say it, and you know it's true: the system is...

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link to Age pension entitlements for Australians retiring overseas

Age pension entitlements for Australians retiring overseas

In this blog post, we're going to explain what happens to your age pension when you decide to spend your retirement years in another country.

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link to Retirement & Money 106 – Super Reforms 2022

Retirement & Money 106 – Super Reforms 2022

Significant advice opportunities have been created, particularly for older clients, as a result of the passing of 2021 Federal Budget super proposals. We summarise the changes to help you...

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link to Retirement & Money 105 – Death and Taxes

Retirement & Money 105 – Death and Taxes

Is there a death tax in Australia? In this episode, Rob discusses superannuation death benefits and in particular taxation for non-dependants. The death tax no one is talking...

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link to Retirement & Money 104 – Superannuation Death Benefit Nominations

Retirement & Money 104 – Superannuation Death Benefit Nominations

Who gets your superannuation when you die? A guide to death benefit nominations. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport...

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The purpose of this website is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Please speak to your Lifespan financial adviser before making any financial decisions. We believe that the information contained on this website is accurate. However, we are not specifically licensed to provide tax or legal advice and any information that may relate to you should be confirmed with your tax or legal adviser.

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