Poole Group » Aged Care

OUR OFFICE IS CLOSED – 6th December 2019

Shannon Cook — Wed, 04 Dec 2019 22:56:55 +0000

Our Poole Group office will be closed the 6th December 2019, to allow all our staff to participate in our Christmas Activities. We will have an answering service which will be able to take messages which we will respond to when we return to our usual working hours on the 9th December 2019. We thank

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Christmas brings together families and important decisions

Shannon Cook — Mon, 21 Oct 2019 00:31:04 +0000

Christmas brings together families and important decisions As we approach the end of another year many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly elderly parents. Busy lives and distant homes can make it easy to feel out of touch. Sadly, at

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Net Medical Expenses tax offset

Kerri Welsh — Tue, 27 Aug 2019 01:35:25 +0000

Net Medical Expenses tax offset If your personal taxable income is below $90,000 or family taxable income is below $180,000 and your net medical expenses are over $2,377 you may be eligible for a 20% tax offset. The medical expenses that are included in the offset are: Disability Aids Wheelchairs Hearing aids Freestanding over-bed frame

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Generation Wealth Gap

Sharon Coleman — Mon, 19 Aug 2019 03:38:24 +0000

If you read the business pages of the newspaper, you may have seen the term ‘inter generational wealth transfer’ starting to appear more frequently. That’s because an estimated $3 trillion of wealth is predicted to change hands over the next two decades, from households of Australians age 55+ to younger generations.[i] This represents a massive shake-up

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5 Estate Planning tactics to preserve Family Wealth

Kirk Jarrott — Fri, 09 Nov 2018 04:30:41 +0000

Over the years we have witnessed first-hand what can happen when a client’s Estate Plan hasn’t been structured correctly. We think it’s important to preserve the Family Wealth and pass assets onto future generations, below are 5 key points to think about and act on. Start with a Structure review Assets can be held in

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Smart ways to ease yourself into retirement, pay less tax and boost your Super

Shannon Cook — Thu, 26 Jul 2018 23:54:41 +0000

Two things first up: (1) If you want to (or have to) work past the age of 55, you need to read this article; or (2) If you know someone else who that applies to, please forward them this article or a link to it. They’ll thank you for it. There are now ways you

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Planning for Aged Care is more than moving into an Aged Care Facility

Sharon Coleman — Wed, 24 Jan 2018 06:16:29 +0000

Our chances of living longer are increasing as life expectancy continue to increase. At age 65 a person’s chance of needing aged care during their remaining lifetime is 68% for females and 48% for males. Old age can be associated with declining cognitive abilities, resulting in problems when managing personal finances. However, it is at

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