Category: Strategic Financial Advice

For every action there is a reaction. And while we’re not criticising the government’s policy response to COVID-19, we recognise that such intervention often has unintended consequences. 

There are only certain people who can inherit your super when you die. There are also two different types of nominations you can make. Here’s what you need to know before making your super beneficiary nomination.

It’s a tough time to make a decision but investors should be aware of the options available to them.

Many people have reportedly missed out because they didn’t understand the eligibility criteria of downsizer contributions. Here’s a summary of the rules to make things easier.

Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings rates have plunged.

While it can be hard to stay in the market when share prices plummet, now is not the time to panic.

The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition and manifest across varying contexts but, broadly speaking, geopolitical risk is ever present.

The Australian dollar clawed back all of its lost ground from March. The currency gained 7.0% against the US dollar, closing April at 65.5 US cents. Similar strength was seen against other currencies too.

What should investors look for in terms of when we can expect a bottom or be at least somewhat confident that the bottom has been reached?

This note provides a simple Q&A for most of the main issues from an economic and investment perspective. To the extent simple answers are possible in this environment.

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.