Helping the kids without derailing your retirement plans
November 14, 2024
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be…
SMSFs: keeping it in the family
November 13, 2024
Self managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs are relatively rare. According to the most recent ATO statistics (2022-23), the majority of SMSFs (93.2 per cent) have only one or two members.i Just 6.6 per cent…
Is a retirement village right for you?
November 13, 2024
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….
Independent Financial Adviser (ifa) Excellence Awards Finalists 2024
October 14, 2024
“Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life forever.”– Amy Poehler At Centaur Financial Services, we have always believed that success is a reflection of dedication, passion, and an unwavering commitment to serving our clients. Today, we are filled with…
Hugh Robertson is a Finalist (Financial Adviser of the Year) at the Australian Financial Industry Awards 2024
October 10, 2024
Centaur Financial Services is delighted to announce Hugh Robertson’s nomination as a finalist in the prestigious Australian Financial Industry Awards 2024, organised by the Institute of Financial Professionals Australia (IFPA). The nomination, for Financial Adviser of the Year, acknowledges Hugh’s outstanding contributions to the financial industry. The awards recognise the leading individuals and practices shaping…
Navigating Markets, Portfolios and Investments Event | 1st of November 2024
October 10, 2024
We’re thrilled to officially open registration for our exclusive yet complimentary event – Navigating Markets, Portfolios & Investments, on the 1st of November 2024 at Currumbin RSL! This is your chance to hear from Hugh Robertson CFP® CIMA®, alongside top industry experts such as Sam Ruiz from T. Rowe Price Australia, Blake Henricks from Firetrail…
Barron’s USA Top Advisor Summit 2024 – Hugh’s Diary
October 8, 2024
Here is a sneak peek into the diary of Hugh Robertson, Managing Director and Principal Financial Adviser at Centaur Financial Services, as he joins the invitation-only Barron’s USA Top Advisor Summit. Leaving one great trip (The Inside Networks USA Study Tour) and embarking on another is tough. I missed my family tremendously, and my brain…
Inside Network USA Study Tour 2024 – Hugh’s Diary
October 8, 2024
Here is a sneak peek into the diary of Hugh Robertson, Managing Director and Principal Financial Adviser at Centaur Financial Services, as he joins the Inside Network on their USA Study Tour 2024. We were fortunate to be one of only two Queensland firms to attend the inaugural Inside Network USA Study Tour 2024. We…
Market Movements and Economic Review | October 2024
October 1, 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. Interest rate speculation is rife after the Reserve Bank of Australia (RBA) kept rates on hold at 4.35% last month. RBA Governor Michelle Bullock believes it may be “some time” before inflation is “sustainably in the target range”,…
The Age Pension and your retirement plans
October 1, 2024
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income for many retirees.i The intended retirement age has increased significantly in the last two decades, from just over 62 years on average in 2004. Australian…
Estate planning gives you a final say
October 1, 2024
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Your Will gives you a say in how you want your possessions and investments to be distributed. But, importantly, it should…
Unlocking success: lessons from the world’s best investors
October 1, 2024
While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as many of the world’s most successful investors have learned over their respective investment journeys. Those who have achieved success have often spent a considerable amount of time developing the requisite knowledge and skills to achieve…
Selling your investment property? Watch out for tax
October 1, 2024
If you are considering disposing of a property, it’s important to understand the implications so that there are no surprises when your tax bill arrives. As with most investment assets, when you dispose of an investment property generally you are liable for capital gains tax. Capital gains tax (CGT) is levied when you make a…
Hugh Robertson Joins Elite Advisors at the USA Barron’s Advisor 100 Summit
October 1, 2024
We’re thrilled to announce that our Managing Director, Hugh Robertson, was among an exclusive group of elite-tier financial advisors invited to attend the prestigious Barron’s Advisor 100 Summit, held in Palm Beach, Florida, from the 18th to the 20th of September, 2024. This invitation-only event brought together some of the most influential and forward-thinking practitioners…
Testimonial for Hugh Robertson by Graham Rich – Portfolio Construction Forum | CIMA
September 17, 2024
When you receive praise from an industry titan like Graham Rich, Managing Partner and Dean of the Portfolio Construction Forum, it’s impossible not to feel a sense of pride. Graham, who has been at the helm of Portfolio Construction Workshops attended by over 1,500 advisers and leads the prestigious CIMA (Certified Investment Management Analyst) program,…
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