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Thursday, May 15, 2014

2014 Federal Budget - Here's what we'll be doing...

We wanted to share these articles from the 'Financial Standard' with you as well. We couldn't agree more with them and it is what we'll be doing with our clients after the Federal Budget Announcement.

Budget forces advisers to rethink tax, retirement strategies

Financial advisers will have to review their clients' tax and retirement strategies, following the release of the 2014 budget.

Treasurer Joe Hockey confirmed that the Age Pension eligibility age will rise to 70 by 2035 and he said that the government will index the Age Pension and the Disability Support pension to inflation, rather than wages, from 2017.

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Budget presents huge opportunity for wealth industry

The two year increase in the Age Pension is likely to create a huge opportunity for the financial services industry as product and service providers devise ways to help fund people in those additional years, according to Rainmaker Information director of research Alex Dunnin.

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I've started the discussion and would love to know your thoughts.

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Posted by Joe Winston
on Thursday, May 15, 2014

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