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
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
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
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
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
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
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
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
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
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
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open
After spending your working life building retirement savings, you may be reluctant to eat into your “nest egg” too quickly. This is understandable, given that we are living longer than
Australia’s superannuation market is rapidly maturing, with 65% of Australia’s $2.8 trillion super assets sitting in the hands of fund members aged 50 years and older. Balances on average