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Investing in trends and ways to facilitate investment trends
- PUBLISHED: 17 July 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio
So, you want to invest into mining companies because you’ve heard that lithium is the “next big thing”. But, with a myriad of options, where do you begin? This article (including a case study) explores how Electronic Traded Funds or ETFs are evolving so that investors can allocate their money into specific investment themes and trends Read All
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Quarterly economic update April – June 2021
- PUBLISHED: 17 July 2021
- - News
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter. Read All
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Could an increase to your super contrubutions result in a pay cut?
- PUBLISHED: 17 July 2021
- - Article
- - What is Financial Planning?
Superannuation guarantee contributions increase from 9.5% to 10% from 1 July 2021. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet. We explain the changes in SG rate, salary differences, and options available to those who are affected by a reduction in their take-home pay. Read All
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The end of the financial year is upon us - have you considered...
- PUBLISHED: 16 June 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice
Whether you're nearing retirement, a high-income earner looking to reduce your taxable income, or you're on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time. Read this article to finish this financial year on the right foot Read All
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What to do if you aren’t a financially compatible couple?
- PUBLISHED: 16 June 2021
- - Article
- - Divorce
With financial issues cited as one of the major reasons for marriage and relationship breakdowns, this article prompts readers to discuss their financial goals and values with their significant others, and provides tips to begin the often-confronting conversation. The article closes with a recommendation to seek assistance from your financial adviser. Read All
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ETFs – a real alternative to shares
- PUBLISHED: 16 June 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice
ETFs have continued to gain huge popularity with investors mainly due to their low-cost flexibility. This longer article explains the differences between physical and synthetic ETFs and outlines the upsides and the downsides to ETF investment. Read All
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Covid minimum Pensions continuing to 30/06/2022
- PUBLISHED: 31 May 2021
- - News
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement
A continuation of the Covid minimum Pensions have been extended to the 21/22 financial year Read All
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Highlights of the 2021 Federal Budget
- PUBLISHED: 13 May 2021
- - News
- - What is Financial Planning?
Greater flexibility for older Australians to boost superannuation, continued support for small business, and extra help for struggling homebuyers are key drivers in the Federal Government’s 2021 Budget, designed to steer Australia away from a pandemic recession. Read All
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Not a financially compatable couple? What to do?
- PUBLISHED: 13 May 2021
- - Article
With financial issues cited as one of the major reasons for marriage and relationship breakdowns, this article prompts readers to discuss their financial goals and values with their significant others, and provides tips to begin the often-confronting conversation. The article closes with a recommendation to seek assistance from your financial adviser. Read All
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Quarterly Economic Update for the period January 2021 to March 2021
- PUBLISHED: 11 April 2021
- - Article
In the March quarter edition of our economic update, we discuss the impact of the COVID-19 immunisation roll-out, the drivers of the recent hot property market, local and international share markets and the recent Ever Given shipping incident. This brief summary provides readers with an overview of the most newsworthy economic events of the last quarter, and a general outlook of what is to come moving forwards. Read All