3 ways to lift retirement income

3 ways to lift retirement income

Aussies are living 10 years longer than we did 50 years ago; we are also staying fit and active well into retirement. Expectations of retirement are also higher, whether that be overseas travel, learning a new skill or spoiling the grandkids.  Recent changes to boost retirement income may go at least some of the way…

Jump and celebrate !! We have been able to negotiate further savings for you

Jump and celebrate !! We have been able to negotiate further savings for you

The end of financial year is fast approaching and we wanted to share some good news in regards to fee reductions we have negotiated for you. You may remember we have talked about the ‘scale’ benefits in the group and that as we grow we are able to discuss deeper discounts for our clients within…

Dollar Cost Averaging

Dollar cost averaging is an alternative strategy to investing a lump sum. Using this approach you invest a set amount at regular intervals over time. This method of investing can be a powerful risk reduction strategy during times of market volatility or uncertainty, and can help you avoid the pitfalls of trying to choose the best time to invest.   Investor A: $200,000…

Winter 2019

Winter 2019

The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while local shares surged to an 11-year high on Monday before losing some of their gains…

Tax Alert – June 2019

Tax Alert – June 2019

Tax deductions face greater scrutiny With the end of the financial year only weeks away, the ATO has announced that one of its key areas of focus this financial year-end will be rental property, although returns from taxpayers using cryptocurrency assets are also expected to come in for close attention.  To help you prepare for…

Election 2019: A vote for continuity in an uncertain world

Election 2019: A vote for continuity in an uncertain world

The Liberal/National Party Coalition has been returned to government, as Australians chose continuity over change and cautious economic management over Labor’s ambitious reform agenda. The Coalition is promising sweeping tax cuts for individuals and continuity for investors with no big changes to existing investment or superannuation policies. One of the first items of business for…

The power of a mentor

The power of a mentor

Over the course of a lifetime we have people around us who support and guide us. Initially it’s our parents, then as we get older it extends to teachers and coaches. Even when we enter the workforce it can still be helpful to have the guidance of someone more experienced. Fostering a relationship with the…

How to spot a scam

How to spot a scam

Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life. On the latest figures available, Australians lose over $10 million every month to scammers. There are plenty of rackets running at…

How much super is enough?

How much super is enough?

Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, superannuation is likely to be a major source of your retirement income.  The more money…

The Major Parties’ Superannuation and Tax Policies

The Major Parties’ Superannuation and Tax Policies

The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our clients have been asking what the major political parties’ policies are that may impact their SMSF, individual taxation circumstances or personal investments. It is getting…

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