Customer Monitoring

PLEASE NOTE: A transaction processing hold will be in place from Thursday 30 June 2022 to Wednesday 6 July 2022 (inclusive). The hold applies to all transaction requests including contributions, rollovers, investment switches, account balance and benefit quotations, benefit/lump sum commutation payments, and online services.  Click here to read more.

  • Once the kids have left home, those empty rooms can make you miss them even more.
  • If the kids won’t leave home, it’s one way to give them a big nudge!
  • It makes sense to make it available to a family that needs a bigger home.
  • You can pay off any left-over mortgage and use the rest to fund your retirement and have some ‘weekend’ fun.
  • Sea change or tree change – move to the country or the coast where property’s cheaper and the air is cleaner.
  • Up stumps and become a grey nomad for a while
  • Take advantage of the government’s $300,000 Downsizer option to top up your super before you retire and enjoy all the tax advantages it offers.
  • ‘If most of my money was in cash, I’d soon run out of it’
  • ‘I wouldn’t be able to sleep at night if most of my money was in shares.’
  • It could affect your Age Pension entitlement
  • If you’re audited by the ATO you could be up for repaying tax on undisclosed income and there are hefty penalties too
  • If you rent out your home or use it for your side hustle it could affect your Capital Gains Tax and Land Tax liability
  • Do you have proper insurance to cover people working for you? And what about public liability?
  • Kidults. Statistically children are living with their parents longer.
  • Weddings
  • Grandchildren
  • Helping them get a home deposit together
  • Illnesses and accidents