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Hugo Sampson Wins 2017 Adviser of the Year Award
- PUBLISHED: 13 March 2018
- - Article
- - What is Financial Planning?, Investment & Financial Advice
It is with great pleasure for LifeTime Financial Group to announce Hugo Sampson the winner of the 2017 Advice Evolution Adviser of the Year award. This is the second year in a row Hugo has been honoured with Adviser of the Year awarded across the national adviser base for Advice Evolution. Read All
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Changes to Personal Super Contributions Deductions
- PUBLISHED: 09 March 2018
- - Article
- - Self Managed Superannuation
The onset of the new 2017-18 financial year saw a lot of changes to the legislation surrounding superannuation and in particular, changes to personal super contributions deductions. Read All
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Super or Mortgage. That is the question!
- PUBLISHED: 02 November 2017
- - Article
- - Transition to Retirement, Investment & Financial Advice
We are often asked by clients if one is better off contributing more to Super or by accelerating the repayment of mortgage debt? Read All
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Use your Superannuation to save for your first home
- PUBLISHED: 31 October 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
To state the obvious, buying your first home is one of the most difficult tasks for people to undertake. Now you can use your Superannuation to help you save for your first home purchase. Read All
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Super Concessions for those who are selling their home - The Downsizer Concession
- PUBLISHED: 31 October 2017
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice
May 9, 2017 saw the Federal Government make a significant announcement regarding Super Concessions for those who are selling their home post 01/07/2018. Read All
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The importance of diversifying your investments?
- PUBLISHED: 23 August 2017
- - Article
- - Investment & Financial Advice
At times in the past, we have been asked by our clients why we diversify investments across separate asset classes when making investment recommendations. Read All
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Is investing in Managed Funds the stupidest thing you can do with your money?
- PUBLISHED: 10 August 2017
- - Article
- - Investment & Financial Advice
I've been a fan of podcasts for quite some years now. There is a huge choice to listen to out there. One of my favourites is Freakonomics. You may have heard of Stephen Dubner's best selling book entitled “Freakonomics”. Stephen, in his podcasts, takes an entertaining look at every day things from an economics perspective (I know you’re yawning already but give the show a go) and explores the “hidden side of everything” in an informative and entertaining way. Read All
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LifeTime Financial Group model portfolio performance
- PUBLISHED: 08 August 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
We are pleased to announce the numbers are finally in for LifeTime Financial Group’s model portfolio performance for the last 12 months through to 10 years. As we manage both Superannuation and Directly Held Investment Portfolios for our clients, these performance figures are gross of tax. Read All
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Divorce and Superannuation. The ins and outs…
- PUBLISHED: 19 June 2017
- - Article
- - Self Managed Superannuation, Transition to Retirement
The most common questions asked when it comes to divorce and Superannuation are; My Ex has agreed to pay me a share of his Superannuation as part of our financial settlement. Does it have to be paid into Superannuation or can I take it in another form. I am not clear on how Superannuation is treated when a divorce occurs. Read All
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Concessional Contribution Cap reduced to $25,000
- PUBLISHED: 09 June 2017
- - Case Study
- - Self Managed Superannuation, Transition to Retirement
The concessional contribution cap is about to reduce from $30,000/$35,000 (for those under age 50/for those aged 50 and over) to $25,000 for all, irrespective of age. Read All