KeyInvest recently hosted a workshop at some of our villages, for retirees looking to gain some advice on the process of downsizing. Four industry experts from the fields of interior design, real estate, auctioneering and retirement villages were on hand to explain how to make what might seem a daunting process, so much easier.
The new financial year always brings change, and 2019/20 is one of the more dynamic in recent times. An array of rates and thresholds have moved, but the first week of this July brings more than just incremental changes. A number of rules affecting the clients of financial planners are markedly different in the new financial year. This month there are a dozen of these changes that planners need to know about;