Market Movements & Economic Review December 2023
December 8, 2023
Stay up to date with what’s happened in Australian markets over the past month. Consumer prices eased by more than expected in October. The news that inflation may have been tamed means interest rate rises may be behind us, for now. Even the Organization for Economic Cooperation and Development (OECD) is optimistic about our economic…
The Rich Life Vol 76
December 8, 2023
It’s December – the month that always seems to race by as we approach the end of the year and all the festivities it brings. We hope you all have a lovely, happy, and safe festive season. Our office will be closed from Thursday the 21st of December 2023, with the team returning on Monday…
Gifting from the heart
December 8, 2023
“Everyone can experience the joy and blessing of generosity; because everyone has something to give.”– Jan Grace For many of us the festive season is a joyous time of hanging up decorations, wrapping presents and spending time with loved ones. For others it can be one of the hardest times of the year. So, amongst…
Powering down for a relaxing holiday
December 8, 2023
It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes….
How to give back
December 8, 2023
Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still lag other countries when it comes to giving money. According to Philanthropy Australia, our total financial giving as a percentage…
Financial wellbeing is a gift worth giving yourself
December 8, 2023
Financial wellbeing is a gift worth giving yourself The festive season is a time of joy and celebration but, for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly add-up, leaving us with unwanted debt in the New Year. In 2022, Australians spent…
The 2024 case for bonds | The Money Puzzle Podcast
November 23, 2023
Hugh Robertson joined Wealth Editor for The Australian – James Kirby in a recent episode on The Money Puzzle podcast: The 2024 case for bonds. The pair covered; the 2024 appeal of bonds, tax cuts coming, HECs and HELP and whether loans are included in super caps. You can check out the podcast available on…
the PODCAST – FAQs 3.0 | Episode 11
November 23, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – FAQs 3.0 | Episode 11. Episode 11 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne answering some of our more pressing…
the PODCAST – Intergenerational Wealth Transfer | Episode 10
November 15, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – IWT | Episode 10. Episode 10 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne talking about the hot topic of late…
Market Movements & Economic Review November 2023
November 9, 2023
Stay up to date with what’s happened in Australian markets over the past month. October was a volatile month on the global stock markets and in Australia. The local sharemarket finished October down 3.8 per cent, representing a third straight month of losses. Investor sentiment reflected heightened anxiety regarding inflationary pressures and uncertainty over rate…
Independent Financial Adviser (ifa) Excellence Awards Finalists 2023
November 9, 2023
We are delighted to announce that the Centaur Financial Services team and Hugh Robertson have been listed as Finalists for the Independent Financial Adviser (IFA) Excellence Awards for 2023. Centaur Financial Services has been named a finalist in the ifa Excellence Awards for Client Servicing Company of the Year. Hugh Robertson has been named as…
the PODCAST – Market Update | Episode 9
November 7, 2023
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Market Update | Episode 9. Episode 9 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne chatting with Managing Director – Hugh…
Returning to work after retirement
November 1, 2023
Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap. With unemployment rates at historic lows and employers facing a shortage…
Aged care challenges in the home
November 1, 2023
Aging at home with government-subsidised funding is made possible through the Home Care Packages program. However, a crackdown on what the funds can be used for and a shortage of support workers, can make it challenging to understand the funding available. If you are approved for a Home Care Package you will be assessed at…
Tax and the super after-life
November 1, 2023
Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case. Whether or not tax is paid on a super death benefit depends on the beneficiary’s relationship with the deceased. Although some beneficiaries receive their money tax-free, others can find themselves paying significant amounts…
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