The importance of having a will
While it’s not something anyone likes to think about, planning your estate may make things a little easier for your family and friends later. What is your ‘estate’? Your
July 16, 2021
The Latest News - Things You Need To Know
Preparing for the biggest wealth transfer in history
Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth
July 8, 2021
Understanding home downsizing and super contributions
The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their
June 24, 2021
New financial year rings in some super changes
As the new financial year gets underway, there are some big changes to superannuation that could increase your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will
June 20, 2021
Retirement planning in your 50s: choose your own terms
Early retirement planning never hurt anyone. Here is the steps many of his 50-something clients take in order to make the best retirement plans. Retirement planning strategies Financial advice isn’t
June 11, 2021
Should I rent or own a place in a retirement village?
Key points: There are varying tenure types that can impact your rights over a property in a village Make sure to understand all the costs and fees that are
June 4, 2021
50% reduction in pension minimums extended to 30 June 2022
Early in 2020, the Government helped retirees to manage the impact of volatility in financial markets on their retirement savings by temporarily reducing the minimum amount that is required to
June 4, 2021
Tips to help make 2020/2021 tax time easier
It’s been a year of change like no other and that extends to tax and superannuation. As the end of the financial year approaches, now is a good time to
May 29, 2021
Smart super strategies for this EOFY
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. Add to
May 17, 2021
Federal Budget 2021-22 What it means for you
In the words of the Treasurer, Josh Frydenberg, this year’s Federal Budget is meant to ‘Secure the recovery and set Australians up for the future’. And, with changes to how
May 12, 2021
The return of geopolitical risk? – what to watch over the remainder of 2021
With thanks from Shame Oliver, AMP Capital. Introduction Over the last decade or so it seems geopolitical risk has become of greater significance for investors – particularly with the 2016
May 6, 2021
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make sure you’re being paid the right amount. If
April 29, 2021