BMG Financial Planning and Accounting Albury Wodonga

December 2019

Gifting rules | Personal finances | Financial waste | Work/life balance | Overcoming problems

In this month’s newsletter, we begin by discussing the gifting and deprivation rules that can apply to Age Pension entitlements. Our animation illustrates the finer details of the personal finance phrase, ‘your financial situation, goals and objectives’. Getting ahead financially can involve an analysis of your financial situation, and consideration towards whether any adjustments need to be made; we look at household financial waste. Roughly one-third of your adult life can be spent at work; we explore burnout, work/life balance, and the importance of practising self-care. Lastly, we leave you with an interesting TED Talk by Dr. Lani Nelson Zlupko, in which she provides strategies to overcome personal or work-related problems.

We wish you a happy and safe festive season and look forward to seeing you in 2020.

Age Pension entitlements: Gifting and deprivation rules

When transferring wealth before your passing, it’s vital to consider the potential financial impact to you. In this article, we discuss the Age Pension, and the gifting and deprivation rules.

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Your financial situation, goals and objectives animation

Understanding where you are and where you want to be is vital when setting out to achieve the latter. In this animation, we illustrate the phrase, ‘your financial situation, goals and objectives’.

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Getting ahead financially: Household financial waste

Getting ahead financially can involve an analysis of your existing financial situation; seeing if adjustments are required in one or more areas. In this article, we discuss household financial waste.

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Practising self-care: Relaxation, rejuvenation and reflection

For many of us, work forms a major part of our daily lives. In this article, we discuss burnout, work/life balance, and the importance of practising self-care over the festive season (and beyond).

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Strategies to overcome personal or work-related problems

When faced with a problem, it’s important to consider your approach to overcoming it. In this TED Talk, Dr. Lani Nelson Zlupko provides strategies to overcome a personal or work-related problem.

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