financial planning Archive
Strategic Financial Advice
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide.
Strategic Financial Advice
Is high Australian household wealth a source of support for consumers? Household income data from the OECD showed that Australia had one of the lowest rates of annual real household disposable income per person compared to its OECD peers.
Strategic Financial Advice
As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for staying protected against some of the most common scams impacting Australians today and red flags to watch out for.
Strategic Financial Advice
Many individuals work beyond retirement age for social, personal, or financial reasons. But what does this mean if you’re receiving the Age Pension?
Strategic Financial Advice
The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound.
Strategic Financial Advice
A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.
Strategic Financial Advice
Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.
Small Business
Learn how franking credits can boost your financial health with Paris Financial. Ideal for retirees and small business owners, this approach turns 'paper gold' into tangible financial security.
SMSF
Explore the implications of the proposed 15% tax on super balances above $3M, particularly for assets like property and business in SMSFs. Learn how it may affect you.
Strategic Financial Advice
Investors with long memories – or a good education – will recall the bad old days when inflation was the economic bogeyman. It broke Germany’s Weimar Republic in the 1930s and nearly cratered America’s economy in the 1970s.
Strategic Financial Advice
Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are less well known. However, these types of assets can provide further diversification and enhanced returns for your super
Strategic Financial Advice
Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such as real estate or shares, and may be upward or downward.
