Financial Services Guide 2016

Everything you need to know about ClearView and its Financial Advisers. Download the 2016 Financial Services Guide

CentreLink and Deeming

Deeming is a simple set of social security rules used to assess income from financial assets. Under these rules, financial assets are assumed to earn a certain amount of income, regardless of how much they actually earn. Deeming is a simple set of social security rules used to assess income from financial assets. Under these Read More »

To gift or not to gift?

In times like these, it is not uncommon for a parent to want to extend financial support to their children, such as gifting a lump sum of money. If you give away an asset to anyone, Centrelink may apply the ‘deprivation’ or ‘gifting’ rules and it’s important to be aware of the implications. These rules Read More »

Money tips for the year ahead

Each year many of us make a New Year’s resolution to spend less and save more for our future, but without a plan our good intentions may not amount to much. Let’s look at some basic rules for building and preserving your wealth in the years ahead. Pay yourself first Make sure that you regularly Read More »