by Fleur | Apr 7, 2017 | Education Series, Estate Planning, Insights, Insurance, SMSF, Superannuation
Over the past 6 months we have had quite a few clients, friends & trustees of self-managed super funds ask us about their estate planning. It’s an important issue: what do you want to happen to your assets when you die? For many it’s a simple topic of ‘each to the...
by Fleur | Dec 19, 2016 | Education Series, Insights, Investment, Property, SMSF, Superannuation, Uncategorized
A new online tool aims to help Australians settle that crucial investment question: should I put extra money into superannuation, or pay down my home loan? It is a pressing concern for many families, as Australia continues to rank highly in the world for household...
by Fleur | Dec 7, 2016 | Education Series, Insights, Superannuation, Uncategorized
Call-to-action: We recommend that you (a) check your last payslip in June 2016, and look for the “superannuation payments” line. Then (b) check your super fund annual statement which will tell you what was actually paid in. Ensure these amounts are similar. If they...
by Fleur | Nov 25, 2016 | Education Series, Insights, Shares, SMSF, Superannuation, Uncategorized
The Australian Government Senate has passed the proposed legislation which gives effect to the much discussed superannuation reforms. Summary of changes to superannuation The legislation contains the measures originally announced in the 2016/17 Federal Budget with...
by Fleur | Nov 18, 2016 | Education Series, Insights, Periodic Market & Investment Update, Property, Shares, Superannuation, Uncategorized
So Britain thought they had the story of the decade with outcome of the Brexit vote. Now America, as always, comes in and does it bigger & better than all others. So what does a Donald J Trump presidency look like? We’ve already seen the share market fall, and...
by Fleur | Nov 11, 2016 | Education Series, Insights, Property, Shares, Superannuation, Uncategorized
It’s never a bad idea to get financial advice but there are times when it’s particularly important. 1. Getting started – lifestyle planning You’re starting to earn more than month-to-month survival money. A financial plan now will set you up to fund the lifestyle you...
