Category: Strategic Financial Advice

The past week has seen a renewed escalation in concern that the coronavirus outbreak (Covid-19) has become or is becoming a global pandemic.

In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate.

In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do to help.

Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy.

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.”

From 1 January 2020, the law generally requires an employer to contribute 9.5% of an employee’s ordinary time earnings (OTE) base.

To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare levy as part of your income tax.

Well, it depends. If you’re happy to spend less, then it may be enough.

The Australian dollar depreciated quite sharply in January, recording its worst monthly performance for more than two years.

This situation is evolving. At this stage, share markets have been hit, especially in Asia on concerns around the impact of the virus.

2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields fell and demand for unlisted assets remained strong.

By taking charge of your investment selection and asset allocation, there may be the perception that you could outperform your retail or other super fund.