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It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas about how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate..
In December 2020, Reserve Bank of Australia (RBA) Governor, Philip Lowe, issued a statement that the official cash rate is likely to remain at 0.1% until 2024, the lowest cash rate in Australian history. With a cash rate of almost zero for the next..
Today's unprecedented market conditions have heightened investor uncertainty. Newspapers are reporting on fears of rising inflation, following a downward trend over the last three decades. Furthermore, central banks suggest that record-low interest..
Generally, your super savings will build up over the course of your working life as money from your employment income is put into super by yourself, or by your employer under the super guarantee (SG), if you’re eligible.
You can make additional..
We have had a number of clients ask us about our thoughts on the current investment markets and how our investment style (Goals Based Investing or GBI) will perform over the next one to two years.
We are fast approaching the end of Financial Year and as always, there are a number of significant changes occurring to superannuation legislation effective 1 July 2021.
The 2021 Federal Budget proposed some important changes to superannuation and retirement legislation. The budget has provided opportunities for older Australians to contribute more into superannuation through the removal of the work-test (up to age..
We often focus on the money-related benefits of financial planning. Putting together a road map for your finances can improve your money management skills and help you reach your goals like paying off debt or saving for retirement. It makes sense to..
Did you know that older Aussies can put up to $300,000 into their super using the money from the sale of their main residence, regardless of caps and restrictions that otherwise apply.
We have had a number of clients ask us about our thoughts on the current investment markets and how our investment style (Goals Based Investing or GBI) will perform over the next one to two years.
