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Downsizer Super contribution of $300,000 is now available to those who are over 55
- PUBLISHED: 04 January 2023
- - Article
- - What is Financial Planning?, Self Managed Superannuation
From 01/01/2023, the downsizer Super contribution of $300,000 is now available to those over age 55. Read All
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Your Golden years (The three stages of retirement)
- PUBLISHED: 18 October 2022
- - Article
- - Transition to Retirement
We discuss the three stages we will al go through in Retirment. Read All
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Quarterly Economic Update: July-September 2022
- PUBLISHED: 18 October 2022
- - News
Our latest quarterly economic update includes current share market volatility, rising costs of living, world currency markets, and increasing petrol prices. The Australian housing market and interest rates. Read All
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Superannuation changes from 1 July 2022
- PUBLISHED: 01 September 2022
- - Article
An update on important super changes for those over age 60 Read All
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What types of super contributions can I make?
- PUBLISHED: 17 June 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice
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You can borrow within your SMSF … but is it a good idea?
- PUBLISHED: 04 March 2022
- - Article
- - Self Managed Superannuation
Australians love affair with debt has made its way into the superannuation sector with members being able to borrow funds to invest. This article discusses whether borrowing through a Self-Managed Super Fund would be a good fit for your wealth accumulation objectives. Read All
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Digital Versus Physical Assets
- PUBLISHED: 02 March 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
Do you prefer bricks and mortar investing or have you taken the plunge and had a dabble at cryptocurrency? This article explains both the pros and cons of investing into digital and physical assets and leaves the reader with an important message that diversification is key. Read All
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The important things you need to know about sustainable investing
- PUBLISHED: 06 February 2022
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio, Investment & Financial Advice
With the hype around sustainable investing gaining interest globally, this article delves into ‘what is ethical investing?’ and explains what to look for when researching ethical companies. Read All
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Closing the gender superannuation gap
- PUBLISHED: 06 February 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice, Transition to Retirement
For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. With a staggering 40% of single retired women living in poverty, this article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised. Read All
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Quarterly economic update Sept – Dec 2021
- PUBLISHED: 14 January 2022
- - News
Following the come back of local state economies following lockdown has been met with Omicron (a new word for most of us) amidst a drop in unemployment Read All