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The Australia Talks National Survey (fielded in July 2019) shed light on what Australians are most worried about. When presented with a list of 27 worry factors ranging from money to survival ...
The Reserve Bank of Australia and the Government may be lamenting the fact that lower interest rates and personal tax cuts haven’t had the desired effect on consumer spending, ...
What do you imagine when you think about your retirement? Do you picture yourself in a relaxing seaside town on the Sunshine Coast? Or maybe you’re drawn to the ...
Many of us dream about retiring overseas or enjoying extended periods of overseas travel during retirement. While drawing up your travel checklist, don’t forget to consider possible impacts to ...
Negative gearing to be limited to newly built properties from 1 January 2020 if Labor wins the election. What this could mean for investors and the property market?
Will this budget result in a comeback for the Government in time for the “sometime in May” federal election? Mike Reynolds demystifies the 2019 Federal Budget
It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing our national team together to share knowledge and hone our skills at this year’s annual adviser conference in Melbourne recently.
Proposed changes to franking credits in SMSFs are on the horizon if Labor is elected in May. There could be significant impacts for retirees with an SMSF who are wholly in the pension phase. Financial adviser, Jason Calleja, explains the potential impact and what you can do to protect your wealth if the proposed changes come into effect.
Investing in property through a Self-Managed Super Fund (SMSF) is a popular option for many people. However, recently tightened bank lending and increasing ATO regulation have made this harder. Here ...
Most people believe there is a right time to seek financial advice – close to ‘retirement age,’ with a good amount of money to invest and an estate to plan. However, ...
However rewarding our careers and growing families may be, most professional women also look forward to a future where they’ll have more time for themselves. Whether the goal is ...
Article update: The Basic Daily Fee and means-tested care fee mentioned in this article are as per The Department of Human Services' revised aged care fees released on 21 June 2019. Making ...
There comes a time when the kids move out, you’re ready to travel or you’re getting older and the family home starts to become too big or too ...
Many people are not aware of the full costs of buying a retirement village unit, particularly some of the extraordinary costs that only come into play when you try to ...
Despite the downturn in residential property prices in Sydney and Melbourne, buyer behaviour indicates that many Australians still believe that an investment property is all you need to be set ...
They say there's no formula for success, but with years of experience offering personalised investment advice and now with over $1 billion of funds under management, our investment committee has learned ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets you can own before your ...
Retirement is something people often wait for all their working lives, yet few consider how they will spend their time once the freedom to do whatever they like wears thin. ...
Changing role of Australian grandparents The generation of free thinkers who changed the world are now busy transforming retirement into the very antithesis of a slowing lifestyle. For Australia's 5.3 million ...
Australians have never been more spoilt for choice when it comes to managing superannuation to fund retirement, but these choices can be so overwhelming that many people don’t really ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live the dream. Last week’s ...
