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eNews – October 2018

In this month’s newsletter, we begin by looking at the financial literacy quiz from the 2018 Household, Income and Labour Dynamics in Australia (HILDA) Survey. Our animation illustrates the carry forward provision for superannuation. The financial lifecycle is the path people travel during their lives; we unpack this for you. Entering the property market for the first time can be challenging; we delve into the First Home Owner Grant (FHOG) scheme. Lastly, we leave you with a funny video on getting directions.

In addition, we are excited to announce the release of our Aged Care learning module and quiz. This might be of interest to you personally or might be helpful information for a loved one. Aged Care can be a complex area, so please feel free to get in contact if you would like assistance.

The 2018 HILDA Survey: Financial literacy quiz

The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. We explore the financial literacy quiz contained within the 2018 HILDA Survey.

Superannuation: The carry forward provision

From 1 July 2018, a carry forward provision applies, which is aimed at giving you the opportunity to ‘catch-up’ concessional contributions. In this animation, we illustrate the finer details.

Understanding the path of the financial lifecycle

The financial lifecycle provides a simplistic framework upon which to understand the path people travel during their lives. In this article, we unpack what this means for you.

The First Home Owner Grant (FHOG) scheme

The First Home Owner Grant (FHOG) scheme is a one-off grant payable to first home owners that satisfy all the eligibility criteria. In this article, we delve into the details for each state/territory.

Navigating the personal finance environment

Much like your professional advice team, GPS navigation devices provide assistance on how to get from one point to another. In this funny video, we see an iconic character lend a voice in this regard.