To Stay on Track, it Pays to Look Back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
December 21, 2016
Investing
What’s Really Happening with Property?
There’s little doubt that property is an attractive investment option for many, but with the media reporting conflicting news about the Australian property sector, it’s difficult to understand what’s really
December 13, 2016
Common Mistakes Investors Make
This is a good summary of common mistakes with many investors make. Thanks to Shane Oliver at AMP Capital for this article. Key points Many of the mistakes investors make are
December 2, 2016
The Inflation Effect on Retirement
Without the benefit of a crystal ball, it’s impossible to determine exactly how much one person will need to meet their individual retirement needs. We often hear that we’re living
November 19, 2016
Why Does the Balance of My Super Fund Go Up and down?
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
September 26, 2016
Does Solar Power Add Value to Your Property?
Over 1.5 million Australian homes, around one in six households, currently generate at least some of their own electricity from solar panels mounted on their rooftops. While environmental concerns
August 5, 2016
Preparing for Tomorrow
Following on from last weeks article on aged care. Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden
July 15, 2016
A Tale of Two Retirements – Which Would You Choose?
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
June 19, 2016
Priority1 Budget Review – What it Means For You
On 3 May 2016, the Turnbull Government delivered its first Federal Budget. Here’s a brief roundup of what the proposals could mean for you—whether you’re starting out in your career,
May 4, 2016
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
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
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