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Jun 12, 2020 / News

Your 2020 End of Financial Year SMSF considerations

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder as they focus on how best to position their SMSF in 2020-21, as well as meet their annual regulatory obligations for 2019-20. Read more

Financial Planning / Superannuation


Feb 03, 2020 / News

Downsizing - do you want fries with that?

From 1 July 2018, a new opportunity has been available to let you contribute more to your super. Read more

Financial Planning


Feb 03, 2020 / News

Having the money talk with your partner

Discussing your finances with a long or short-term partner, can save you uncomfortable conversations down the track, especially when you start to manage money together. Read more

Financial Planning


Feb 03, 2020 / News

Market Update (Summer 19/20)

Markets continue to push upwards to new record levels, whilst closer to home, Governor Lowe indicated rates may move lower in the New Year. In Asia, the pro-democracy protests continued in Hong Kong leading into and after their local elections. Read more

Financial Planning


Aug 19, 2019 / News

Market Update August 2019

Investors brace for another bout of market volatility as US-China relations take a turn for the worse, with a brewing tech cold war now on the agenda. Read more

Financial Planning


Aug 19, 2019 / News

Sustainable Investing

There is no doubt that interest in responsible investments is growing. Read more

Financial Planning


Aug 13, 2019 / News

Estate Planning: Where is the Value?

Estate Planning is a morbid and sometimes confronting topic, which is why it is an often-neglected area of advice. Estate Planning undoubtedly creates value, but where? Read more

Financial Planning


Mar 07, 2019 / News

Market Update (Summer 18/19)

Uncertainty over US monetary policy, US-China trade relations, the wavering strength of the EU economy were in focus during November. This further impacted market volatility and the direction of major equity market indices. Read more

Financial Planning


Mar 07, 2019 / News

Investing in the ageing population

You’ve undoubtedly heard that Australians are living longer. This demographic is likely to have implications and opportunities for investment markets. Read more

Financial Planning


Mar 07, 2019 / News

How investors can benefit from urban renewal

As our population grows, the redevelopment of our cities is becoming more important than ever. This presents a great opportunity for investors. Read more

Financial Planning


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