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Important Updates to Education Flyers, Strategy & Product Text

Overview of our quarterly strategy review

Updated over 4 weeks ago

We've made several updates across our strategy content to ensure you have the latest information at your fingertips!

๐Ÿ“ŒNew Strategies Added:

  • Home Equity Access Scheme

  • Cancel and replace your insurance

  • Tax free uplift due to TPD

  • Small Business CGT Cap Super Contributions

  • Make a lump sum withdrawal and re-contribute funds into your partner's Super

  • Market linked pension wind back โ€“ Important to note: New legislation pending further guidance on social security. We are monitoring for updates and will advise if strategy adjustments are needed.

๐Ÿ“ŒNew Investment Product Text Added:

  • Expand Super Essential/Extra

  • Expand Investment Essential/Extra

๐Ÿ“ŒStrategy Text updates:

  • Commence a Home Care Package โ€“ Maximum daily fee rate changed from $37.55 to $37.70 and annual amount changed from $13,669.63 to $13,724.45 pa.

  • Enter Aged Care Facility and Restructure your Finances โ€“ noted added in regards to current interest rate change from 8.42% to 8.17% from 1st April.

๐Ÿ“Œ Education Flyers Updates:

  • Aged Care - Current maximum daily fee for residential care has been increased from $63.57 per day ($23,203.25 pa) to $63.82 per day (23,294.30 pa). For home care, the maximum daily fee has been increased from $13.08 ($4,774.20 pa) to $13.14 ($4,796.10 pa).

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