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We’re all worth more dead than alive!

We’re all worth more dead than alive!

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...
Super vs Mortgage: a handy way to choose

Super vs Mortgage: a handy way to choose

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...
Up to $3.6 billion in unpaid worker’s superannuation entitlements

Up to $3.6 billion in unpaid worker’s superannuation entitlements

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...
Superannuation reform legislation passed

Superannuation reform legislation passed

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...
“Trump, unicorns & pixies. But this is no fairytale.”

“Trump, unicorns & pixies. But this is no fairytale.”

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...
8 Times when you really should get Financial Advice

8 Times when you really should get Financial Advice

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...
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  • Working from home – What can you claim on your tax return?
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  • Super vs Mortgage: a handy way to choose

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