Day: May 22, 2018

Strategic Financial Advice

Economic Update – May 2018

Market and Economic overview.

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Strategic Financial Advice

How to stay focussed in volatile markets

Investing in markets means volatility. When done well, you are getting paid for taking on risk. So why is it that sharp drops in the market have such a visceral impact on us? We only have to go back to early February, when markets dropped 4.6% in a few days to recall such a time of alarming headlines and concerned conversations.

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Strategic Financial Advice

SMSFs and your retirement horizon

Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a very common question, and one that will need to consider individual preference and the time until retirement.

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Strategic Financial Advice

How to help ensure your superannuation contributions don’t exceed the caps

Changes in the superannuation contribution caps, which kicked-in last year, give an added reason to keep a close eye on your contributions.

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Strategic Financial Advice

Making money and doing good

The rise of sustainable and impact investing. There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money not simply how much it makes.

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Strategic Financial Advice

Maximising your retirement benefits

After working hard for so many years, naturally you want your retirement to be as comfortable and enjoyable as possible. That’s why it’s worth knowing which types of government support you may be entitled to when you’re transitioning into this new phase of life.

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Strategic Financial Advice

7 budgeting apps to help you save in 2018

Where does all that money go? A host of apps are available to help you easily answer that question and even budget better, so you don’t get caught short in the event of a ‘rainy day’ and can feel more comfortable and in control of your finances every day.

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Strategic Financial Advice

Understanding different types of retirement pensions

We explain the difference between three commonly used pensions, including the government’s Age Pension, a transition to retirement pension, and an account-based (or allocated) pension, so you’re across how they work and what might be right for you.

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