First Financial Blog

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Consider a younger partner in your SMSF

Posted on December 12, 2019 by First Financial

If you have a self-managed super fund, there are good reasons to think about bringing in a younger person. It’s not the right strategy for every SMSF but it is definitely worth considering, particularly to extend the life of the SMSF.

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Why couples should share their superannuation

Posted on December 2, 2019 by First Financial

Couples can maximise their superannuation and also benefit from tax incentives and estate planning when they use these strategies to share their super.

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The real value of good financial advice

Posted on November 25, 2019 by First Financial

“Financial peace of mind doesn’t just happen… it takes planning, it takes long-term commitment.” Ben Rossi, Principal and Managing Director, has helped many people over the decades. He knows just how valuable good financial advice can be when planning for your future.

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Is travelling one of your retirement goals?

Posted on November 14, 2019 by First Financial

Have you imagined a retirement filled with amazing, exotic locations or the endless summer?
Travel is always on the top of our clients’ retirement goals list… so in this article we explore a range of travel options. Plus, we give you some great tips to help make your adventures safe and as stress-free as possible.

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John’s rock and roll retirement

Posted on November 8, 2019 by First Financial

John Leahey’s passion for music has filled his life. From a child who watched his father entertain friends, through his university band years and now still gigging in retirement, soulful melodies have always been his soundtrack.

We talked to him about his music and how smart management of his superannuation has given him the freedom to pursue his passion and live his dream retirement.

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How to recognise a scam

Posted on November 6, 2019 by First Financial

The ACCC’s Scamwatch website currently states there have been 131,615 scam reports in 2019… equating to over $106 million lost. The statistics indicate that even though there is regular media coverage and general scam alerts… many people are still susceptible.
We highlight some of the most recent scams that could affect you.

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Record low interest rates

Posted on October 28, 2019 by First Financial

There’s no doubt that current interest rates are unlike anything we’ve ever experienced in Australia before.
We spoke with Graeme Quinlan, Senior Adviser and head of the First Financial Investment Committee, about the cause and impact of the low rates. Plus, he discusses how to maintain income from investments during this volatile time.

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Infrastructure as an Asset Class

Posted on October 15, 2019 by First Financial

With so much constant activity within the infrastructure sector, it can be beneficial for investors to treat infrastructure as a separate asset class for investment, rather than lumping it in with the equities part of their portfolios.

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Embracing retirement alone

Posted on October 11, 2019 by First Financial

While many of us expect to enter our retirement as part of a couple, there are also many people who find themselves newly single at this point in their lives.
After a divorce there are new challenges ahead for retirement planning but there are also positive aspects that can have a beneficial impact on your wellbeing.

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Power of Attorney…what you need to know

Posted on October 7, 2019 by First Financial

Personal estate planning is an incredibly important undertaking. We all appreciate the significance of creating a will and making sure there’s a formal plan for our affairs when the inevitable occurs… but do you also have a Power of Attorney?

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