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 News

Aug 10, 2020 / News

Market Update Winter 2020

Following the surprise market recovery experienced in April and May, we have seen many indexes continue their early stages of bouncing back. Read more

Financial Planning


Aug 10, 2020 / News

Do falling markets signal a good time to open an SMSF?

Historically, self-managed super funds (SMSFs) have been seen as a direct way to take control of your retirement savings. By taking charge of your investment selection and asset allocation, there may be the perception that you could outperform your retail or other super fund by taking control over your choice of investments. Read more

Financial Planning


Aug 10, 2020 / News

Changes to minimum pension payments

As part of the Government’s commitment to Australians during COVID-19 crisis, it recently announced changes to the minimum pension payments for retirees. Read more

Financial Planning


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


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