Markets are choppy. What should you do with your super if you are near retirement?
For Australians approaching retirement, recent market volatility may feel like more than just a bump in the road.
Unlike younger investors, who have time on their side, retirees don’t have the luxury of waiting out downturns. A sharp dip just before, or as you begin drawing down your superannuation, can leave lasting damage.
It’s not just about watching your super balance dip.
Click here for more.
Aged care changes deferred – what this means for you
If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living increases hit some of the basic expenses such as energy, insurance, food and health costs.
Click here for more.
Renting out your property or holiday home
Renting out your property or holiday home, here is what you should consier and need to do.
Click here for more.
Wills and powers of attorney
A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions.
Click here for more.
The aged care Star Ratings are changing – here’s why
Star ratings for residential aged care homes are changing to a redesigned Compliance rating and incorporating care minute targets for Staffing ratings from November 1, 2025.
Click here to learn more.
What are family trusts?
Many of us associate trust funds with their depictions in popular culture – tools used by the mega-rich to distribute enormous family incomes among “trust-fund babies”.
But trusts – which allow assets to be managed by one party for the benefit of others – are more widespread than many people realise.
Click here to learn more.
5 steps towards a financially fit retirement
If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you worrying about whether your superannuation will be enough to see you through.
Click here to learn more.
The benefits of a buyer’s advocate when purchasing property
Buying a home is one of life’s biggest milestones—and can be one of the most stressful. From working out what you can afford, to numerous property inspections, understanding auction conditions, reading legal contracts and navigating finance approvals, it’s no wonder so many buyers feel overwhelmed. We see it every day—clients come to us excited but also anxious, especially when it’s their first home or first major investment.
Click here to learn how.
Volunteering in retirement: finding purpose, structure, and joy
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your mind: What now?
Click here to learn more.
Integrity One Accounting & Business Advisory Services Pty Ltd
Integrity One Planning Services Pty Ltd
Suite 2/1 Railway Cres (PO Box 1140)
Croydon VIC 3136
Tel 03 97230522 Fax 03 97249518
Email: integrity@iplan.com.au
www.integrityclients.com.au
Liability Limited by a scheme approved under Professional Standards Legislation
This information is of a general nature and does not take into consideration anyone’s individual circumstances or objectives. Financial Planning activities only are provided by Integrity One Planning Services Pty Ltd as a Corporate Authorised Representative No. 315000 of Integrity Financial Planners Pty Ltd ABN 71 069 537 855 AFSL 225051. Integrity One Planning Services Pty Ltd and Integrity One Accounting and Business Advisory Services Pty Ltd are not liable for any financial loss resulting from decisions made based on this information. These articles are not owned by Integrity One Planning Services. Please consult your adviser, finance specialist, broker, and/or accountant before making decisions using this information.