Why property investors need savings
Urgent maintenance is an unavoidable aspect of being a landlord, so having a cash buffer set aside will help you deal with any unexpected problems. When renting out an
October 13, 2021
Financial Planning
Account-based pensions
An account-based pension offers regular, flexible and tax-effective income from your superannuation. You can get one when you reach ‘preservation age’ (between 55 and 60). It lasts as long as
October 7, 2021
Value of an Advisor
As our valued clients know, we are here to guide your decision-making. In fact, a recent study by Russell Investments quantified the value of advice. It found that financial advisers
September 28, 2021
How to transition to retirement
As you get closer to retirement, you’ll start to wind down and want to work less without compromising your lifestyle. That’s where a Transition to Retirement Pension (TRP) could work
September 22, 2021
Tax and super
How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the type of contribution or withdrawal you make If you
September 2, 2021
A proven way to build wealth
When it comes to investing, nothing speaks louder than actual results. The 2021 Vanguard Index Chart shows what investors would have achieved over 30 years from a starting balance of
August 26, 2021
How To Negotiate The Best Property Price
Negotiating the best property price isn’t a matter of swindling a seller. It’s about doing your homework, knowing what you want, knowing the market and making sensible offers. When you
August 18, 2021
Six ways to maximise your retirement savings
You might think there’s not much you can do to increase the value of your superannuation in retirement. But with Australians now spending close to 30-years in retirement on average[1],
July 29, 2021
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