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SuperStream
- PUBLISHED: 09 June 2016
- - Article
- - Self Managed Superannuation
SuperStream is a package of reforms designed to make the superannuation system easier to use for members, employers and funds. Read All
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Fact sheet - Family Law and Superannuation
- PUBLISHED: 09 June 2016
- - Article
- - Investment & Financial Advice
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The Myth about Property Returns
- PUBLISHED: 22 March 2016
- - News
- - Transition to Retirement
Before I explain myself, I need to disclaim that I’m not negative on property as an investment. It has served me personally very well – buying a home 10 years ago, and for many of you that own property, I’m sure it has created wealth for you too. Read All
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Transition to retirement chatter
- PUBLISHED: 28 January 2016
- - News
- - Transition to Retirement
There have been calls from members of a number of groups (including the SMSF Owners Alliance and Chartered Accountants Australian and New Zealand) to tighten the rules surrounding Transition to Retirement strategies. Read All
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Westpac Share offer
- PUBLISHED: 31 October 2015
- - News
- - Investment & Financial Advice
For those interested, please view the Westpac Retail Entitlement Offer Booklet. Read All
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Understanding Hybrid Securities
- PUBLISHED: 30 October 2015
- - News
- - What is Financial Planning?
We have attached a copy of the ASX’s 2014 publication entitled Understanding Hybrid Securities. This document provides a detailed summary of the various types of Hybrid Securities including Preference Shares. It is written in plain English (within reason) and I would recommend that you take the time to read through it. Read All
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Dollar Cost Averaging
- PUBLISHED: 24 August 2015
- - Article
- - Self Managed Superannuation, Transition to Retirement
Dollar Cost Averaging is a commonly used investment strategy which introduces an investor to the market over a period of time with regular purchases of fixed dollar amounts. This technique is used as an alternative to investing all of your capital as a lump sum. Read All
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Here is a sobering thought
- PUBLISHED: 11 August 2015
- - News
- - What is Financial Planning?
You spend the years between the ages of 22 and 65 working. Using that time, you build all the wealth that you will need in order to; Read All
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Why Income Protection is so important regardless of your age
- PUBLISHED: 10 June 2015
- - News
- - Investment & Financial Advice
“I don’t need income insurance, I’m fit and healthy, and I will consider it when I’m older”. Read All
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The search for investment yield
- PUBLISHED: 10 June 2015
- - News
- - Investment & Financial Advice
As investment advisers, yield plays a strong role in achieving client desired financial outcomes. Read All