END OF 2015/16 FINANCIAL YEAR STRATEGIES
With the end of financial year approaching us it is an ideal time to ensure you are making the most of opportunities in the current financial year, as well as
April 16, 2016
The Latest News - Things You Need To Know
When Buying Property, Don’t Forget…
The deal is done, a property is bought, and it’s smiles and handshakes all round. But the agreed purchase price is just the beginning. The happy purchaser must cover a
April 8, 2016
Changes to the Age Pension Rules – Will You Be Affected?
From 1 January 2017 Government changes to the Age Pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you. Increase in the
March 9, 2016
Sequencing Risk: The Order of Things
As financial advisers, we talk a lot about risk, so what is sequencing risk? Let’s begin with an example… Jennifer and Sue each contribute $20,000 per year to their superannuation
March 3, 2016
ASFA Retirement Standard December Quarter Indicates Modest Rise in Cost of Living
The Association of Superannuation Funds of Australia (ASFA) Retirement Standard December quarter figures indicate another modest rise in the cost of living for retirees, with couples aged around 65 living
February 25, 2016
Transition Into Retirement at Your Own Pace
Are you aged between 55 and 65? Want to save tax and supercharge your super? Or cut your work hours without reducing your income? A TTR strategy could be the
February 22, 2016
Balancing Life, Work and Money
Work-life balance. It’s something everyone seeks, but achieving it can seem an impossible task. Not only does the ideal balance vary from person to person, it can change frequently throughout
February 14, 2016
Volunteers Wanted to Help Test New Online Financial Website
We are pleased to be involved in the development of an independent website that aims to help people become better informed and then engaged about their own financial position. We
February 11, 2016
Super In Your 50s – You’re On The Home Strait!
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left home, and the mortgage could be a thing of
February 5, 2016
A Quick Note on the Markets Start to the Year.
Shares have got off to a very bad start for the year triggered by many of the same worries seen last year. A sharp fall in Chinese shares and the
January 29, 2016
Super in Your 40s. It’s Time to Get Focused.
Typically your forties is a time of established careers, teenage kids and a mortgage that is no longer daunting. There are still plenty of demands on the budget, but by
January 22, 2016
Super in Your 30s. It’s Important to Squeeze it in.
If you are in your thirties, chances are life revolves around children and a mortgage. As much as we love our kids, the fact is they cost quite a lot.
January 15, 2016