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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.

Retirement has changed. We are not only living longer; we are also healthier and more active than ever before. This has all kinds of implications for our retirement and the amount of money we need to sustain our lifestyles. The statistics paint a..

I wish everyone a Happy New Year. No matter what 2020 served you, the idea of a new year is still an exciting time, as people return from a well-deserved break and resolve to make some changes for the better. But, how do you make a New Year’s..

New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs some attention is your finances. 

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

The victory of Democrat challenger Joe Biden in the Presidential race will see a different USA to the one the world has grown accustomed to under the Trump Administration. The focus will be on countering a new surge in the coronavirus pandemic..