We’re excited to announce that for the second time, Jessie and Yannick will be presenting “Financials For Families” at The Oasis Townsville on Wednesday 27th March 2024 from 5:00pm to 6:30pm!
We're pleased to announce that Roshan Pandalai and Yannick Fitzsimmons will be hosting this presentation for the fourth time at The Oasis Townsville on Wednesday 6th March 2024 from 5pm to 6:30pm. Together they will be covering important details and some of the most frequently asked questions about DVA and CSC financial entitlements for transitioning veterans and their families.
As you revel in the confidence of being in a stellar superannuation fund, the question of when to retire becomes increasingly significant. The age at which you can retire depends on various factors, and understanding these elements is pivotal for making informed decisions about your future.
Embarking on a journey of financial decluttering can yield remarkable results, akin to the transformative effects of decluttering our physical and mental spaces. As a New Year's resolution, consider adopting this practice to not only streamline your financial life but also usher in joy, serenity, confidence, and a more positive outlook.
If you have an Australian Retirement Trust (ART) superannuation account but haven’t yet set up your Member Online account, we’ve included some helpful information below to assist you in setting up your online access, as well as how to make the most of your Member Online account.
Back by popular demand! Roshan and Yannick will be presenting at The Oasis Townsville on Wednesday 8th November 2023 from 5:00pm to 6:30pm. They will be covering important details about DVA and CSC financial entitlements for transitioning veterans and their families.
We’re pleased to announce that Jessie McCormack and Yannick Fitzsimmons will be hosting a presentation at The Oasis Townsville on Wednesday 25th of October 2023 from 5:00pm – 6:30pm. They will be focusing on non-serving partners and families of veterans; current serving or transitioned.
Experience shows that decluttering can have a remarkable influence on our lives. Come and join Jessie from Evergreen Financial Advisers and Kylie from The Spacious Life for an insightful collaborative event centered around the synergy of physical and financial decluttering.
No, you don’t is the simple answer. A portion of your super (employer benefit) will remain with Military Superannuation and Benefits Scheme (MSBS) until at least age 55 (from age 55 you have the option to draw down on this amount as a pension). The other portion of your super (member and ancillary) can be rolled over into any registered superannuation fund of your choice.
During the early stages of the pandemic the Australian Government created a program with the early release of Australian’s superannuation to help cope with the demands of the pandemic.
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