The generation redefining aging
February 7, 2025
As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of “oldies” who don’t feel old – and are reframing what it means to be getting on in years. Traditionally, aging has been associated with decline, frailty, and a sense of irrelevance. However, today’s…
Thinking about an SMSF? Here’s what you need to know
February 7, 2025
Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings in a self-managed superannuation fund (SMSF). While you have total control over how your retirement funds are invested within the confines of the laws, many factors need to be considered…
The PODCAST – Retirement Series | Avoiding Financial Pitfalls | Episode 1
February 6, 2025
Welcome to our newest edition of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and…
The Rich Life Vol 89
January 15, 2025
As we step into 2025, we wish you a joyful, healthy, and prosperous new year. This new beginning brings fresh opportunities and renewed hope as we look forward to the year ahead. Centaur has some exciting news to kick-off the new year which will be shared soon, so be sure to keep an eye out….
2024 Year In Review
January 15, 2025
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted…
Things to do today that your future self will thank you for
January 15, 2025
Achieving your long-term financial goals doesn’t need to be overwhelming. If you can put in place some basic financial steps, you are on the road to a successful outcome. It means keeping on top of your options and devising strategies for investment, debt reduction and risk protection. The start of the year is a perfect…
Say yes – what’s the best that could happen?
January 15, 2025
As we step into a new year, it’s a good opportunity to think about what we want to embrace and experience in the year to come. Amidst all the resolutions that might be broken before we know it, one powerful and positive way to approach the new year, is to make this the year of…
You may be owed money. Here’s how to check
January 15, 2025
Holidays and gift giving can leave you a little short of cash so it might be cheering to learn that billions of dollars is being held by various government agencies just waiting to be claimed by the rightful owners. The biggest pot is lost superannuation. The Australian Taxation Office (ATO) is holding more than $17.8…
Hugh Robertson – Investment Adviser of the Year 2024 | IFA
December 16, 2024
On Thursday, 5th December 2024, at the iconic Fullerton Hotel in Sydney, a momentous achievement unfolded for Centaur Financial Services. Our Managing Director, Hugh Robertson CFP® CIMA®, was awarded Investment Adviser of the Year at the 2024 IFA (Independent Financial Adviser) Excellence Awards! This recognition isn’t just an accolade—it’s a celebration of dedication, innovation, and…
Market Movements and Economic Review | December 2024
December 16, 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation eased to 2.8% in the September quarter, the RBA appears cautious on interest rates. The RBA Governor stated that Australia’s core inflation remains too elevated to justify interest rate cuts in the near term. The…
The Rich Life Vol 88
December 16, 2024
Welcome to summer, which is often an active season with last-minute tasks and celebrations with family and friends. We wish you and your family a joy-filled and safe festive season! Thank you for an incredible year of support, we are so blessed to have such wonderful clients. We look forward to seeing you all in…
Dollar cost averaging: can it work for you?
December 16, 2024
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added just under 7 per cent in the 10 months to October 31 closing at 8160.i It reached its previous all-time high of 8355 just two weeks before. So, if you were invested in an index fund…
Gifting for future generations
December 16, 2024
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to…
Surviving the silly season
December 16, 2024
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is…
Major changes to Aged Care – July 2025
November 26, 2024
Aged Care Bill 2024 Passes Parliament: Key Reforms Explained On Monday, 25 November 2024, the Aged Care Bill 2024 passed Parliament and now awaits Royal Assent. This legislation marks a significant shift in both Home Care and Residential Aged Care services, including fees and charges. The reforms stem from recommendations made by the Royal Commission…
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