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More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Riding out a downturn is not always the smartest approach

During market downturns, investors are typically advised to stick with their existing asset allocation that is based on a risk profile, rather than crystalise their losses. The advice is offered in the hope that the downturn will be short lived..

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The ATO’s JobKeeper audit targets

“…while it is all very well to talk of 'turning points', one can surely only recognise such moments in retrospect.” Kazuo Ishiguro, The Remains of the Day

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Tax and Super: What’s changing on 1 July?

Here is a summary list of the tax and super changes that come into effect on 1 July.

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Financial security starts with the right advice

Today, approximately 500 super funds are operating in Australia, with assets approaching $3 trillion. Superannuation is either the largest single asset held by Australians or the second most valuable asset behind the family home. Making the most..

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Time to review your mortgage facility - Redraw vs Offset

Now may be time to review your mortgage arrangements and look at the facilities you may have attached.

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End of Financial Year 2019/20: Super and tax tips for individuals

The end of the financial year is fast approaching. Now is a great time to prepare and seek additional advice on the management of your superannuation and tax.

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End of Financial Year 2019/20: Tips for business

Most business owners would be excused for feeling like they’re in a time warp this year. Just as the year began, along came COVID-19 that’s made it feel fast and slow all at the same time. 

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COVID-19 measures for Self-Managed Super Funds (SMSF)

The federal government’s COVID-19 support measures contain a range of specific requirements for self-managed super funds (SMSF). This article outlines the relevant measures and how to manage them.

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Goals Based Investing protects your capital during downturns

"Only when the tide goes out, do you discover who’s swimming naked”.Warren Buffett

If you were investing during the GFC (2008-2009), you would remember your superannuation balance significantly decreasing and taking many years to get back to its..

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Early release of super should be a last resort action

As at 16th April 2020, the ATO had received 881,600 Australian’s registering an interest in accessing their retirement savings under the Government's temporary Early Release of Superannuation scheme. It is one of a host of measures to help..

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