Strategic Financial Advice · New Opportunities to Grow Your Super from 1 July 2022 Both older and younger Australians, as well as low-income earners, are set to benefit from some upcoming super opportunities.
Strategic Financial Advice · Adding more to your retirement savings: is it worth it? There’s no denying that being proactive with your super may be key to increasing your retirement savings. As an investment…
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…
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.…
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…
Community · Downsizer Contributions for 65+ From 1 July 2018 older Australians (65 years or over) will be able to contribute proceeds from the sale of…
Strategic Financial Advice · Correction time for shares? Despite recent sharp falls in the Dow, it remains unlikely that the US is heading for a recession. This article…
SMSF · 6 tips for retiring earlier Are you dreaming about an earlier retirement, but unsure how to go about it? According to the Australian Bureau of…
Strategic Financial Advice · Funding retirement income in a low interest rate environment While a traditional bank deposit is generally regarded as one of the safest forms of investment, it also currently offers…
Strategic Financial Advice · Don’t be driven by short-term sentiment and emotion Arguably, the most common fear holding an investor back from achieving a great return is a misunderstanding of what happens…
Strategic Financial Advice · Ways to manage your debt leading up to and during your retirement While most Aussies had planned to retire at age 65, the reality is that around a quarter of us are…
SMSF · Super reforms explained If you are waiting for the superannuation reforms announced in the Budget to pass Parliament before working out what they…