News, views and more

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

Government announcements regarding superannuation and pensions

On 22 March 2020, the Government announced a further package of relief measures to assist individuals and businesses in mitigating the negative economic impacts of the Coronavirus pandemic.

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Goals Based Investing - a smart way to invest

In these uncertain economic times, investors face the risk of downturns in the value of their investment portfolios. For executives, high-income earners and those with more extensive investment portfolios, the stakes are higher in dollar terms. For..

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Coronavirus COVID-19 is here. What does it mean for investors?

The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:

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Many investors are guilty of committing these 3 investment mistakes

We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go up...

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Thinking of developing a property? Unexpected costs & how to avoid them

If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.

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Important update on discretionary trusts

The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not. 

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Estate planning: How to protect your family from the unexpected.

Our lives are increasingly busy and complicated. Your business, your job, your family and your health each require time and attention. But, finding time for everything is tough, andthings get overlooked. One area often missed is planning for the..

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What you need to know about paying for financial advice

If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, financial advisers typically use one of two fee structures to charge for..

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Super Guarantee Amnesty Resurrected

The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by harsh..

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How business owners unlock potential with one team of financial experts

The Rugby World Cup is in full swing, and as we watch nations compete for victory on the field we are sure to witness all the highs and lows that come with team sport. To be competitive having a strategy is a must, as too is commitment,..

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