Advice First Private Client Newsletter - Edition 4: It's time to be festive!

This is our our final newsletter for 2016 and we want to help you enjoy the festive season and kick off 2017 in the right direction.

Are you prepared for the changes to the Age Pension assets test that are right around the corner? Our first article provides a summary of the changes including the thresholds.

Our top festive tips will help take the stress out of the lead up to christmas. And, our article on the Bank of Mum and Dad includes some interesting insights into home ownership and retirement.

Our article in dollar cost averaging highlights to benefits of this investing strategy. If you haven't got a Will or you haven't updated yours in a while then our guest author has some serious words to say to you in her article.

And what better way to end our newsletter than with a fresh and healthy prawn recipe to enjoy this summer.

If you would like more information on any of the articles below, please contact your financial planner on 07 5585 3900 or email info@advicefirst.com.au

Regards,

The team at Advice First

Grey debt and the 'bank of mum and dad'

You may be in the enviable position of one day entering retirement with your mortgage paid off, adequate superannuation savings and no debts left to pay off. However, the combination of high house prices, low interest rates and low inflation are making it more challenging to retire debt free with none or little of your super savings earmarked to pay anything apart from a retirement income.

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