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Over retirement age but still working? You may be entitled to a Commonwealth Seniors Health Card
If you’re of retirement age but still working, you may now be able to apply for the Commonwealth Seniors Health Card thanks to a recent increase in the income limit test.
Reduction in age eligibility opens super contributions from downsizing to 55-plus
Thinking of downsizing the family home? You can now reap the financial benefits sooner, thanks to a recent reduction in age eligibility for super contributions.
Property market takes a once-in-a-lifetime turn
The property market’s been a sound investment for as long as most of us can remember. But times are changing. When it comes to property investment, the rules have changed.
Mid-year review: why a balanced view is needed to understand what the future may hold
The year to date has certainly been eventful for all markets: stocks, bonds and property alike. Crystal Wealth Partners’ Executive Director Tim Wedd looks at what’s happening, what the future may hold, and some of the potential upsides, too.
New opportunities to contribute to super
If you’re aged between 67 and 75, there are two new ways to contribute to your super fund.
Receiving a pension? Remember to check your minimums
If you’ve elected to receive the minimum pension, your payment could decrease due to the market downturn – making it a good time to review your monthly cash flow.
Managed funds and tax reports timing
At this time of year, we get several questions regarding tax reports for your portfolios, which are needed for your tax return. Here’s everything you need to know:
Creating a balance between inflation and growth
Our newly appointed Investment Manager - Kuldeep Yadav shares his view on the current markets and global economy and what is Crystal Wealth doing to diversify portfolios across a range of strategies.
How to minimise super death tax?
Executive Director John McIlroy illustrates on a case study how this works and why it’s vital to have an estate planning strategy.
John McIlroy and Louise Lakomy talk to Fairfax and AFR about property purchase options
Crystal Wealth Partners’ Directors were quoted in SMH and AFR last month, talking about property purchase options for young Australians from different angles. Here’s what they had to say.