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Digital Versus Physical Assets
- PUBLISHED: 02 March 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice
Do you prefer bricks and mortar investing or have you taken the plunge and had a dabble at cryptocurrency? This article explains both the pros and cons of investing into digital and physical assets and leaves the reader with an important message that diversification is key. Read All
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The important things you need to know about sustainable investing
- PUBLISHED: 06 February 2022
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio, Investment & Financial Advice
With the hype around sustainable investing gaining interest globally, this article delves into ‘what is ethical investing?’ and explains what to look for when researching ethical companies. Read All
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Closing the gender superannuation gap
- PUBLISHED: 06 February 2022
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio, Investment & Financial Advice, Transition to Retirement
For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. With a staggering 40% of single retired women living in poverty, this article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised. Read All
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Quarterly economic update Sept – Dec 2021
- PUBLISHED: 14 January 2022
- - News
Following the come back of local state economies following lockdown has been met with Omicron (a new word for most of us) amidst a drop in unemployment Read All
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Financial planning for a family member with a disability
- PUBLISHED: 14 January 2022
- - Article
- - What is Financial Planning?, Investment & Financial Advice
How a planner could assist a family member with a disability Read All
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Make 2022 a financially healthy year
- PUBLISHED: 14 January 2022
- - Article
- - What is Financial Planning?, Investment & Financial Advice
Sensible tips for a better financial outcome in the year ahead Read All
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Significant changes to Income Protection Cover
- PUBLISHED: 20 October 2021
- - Article
A summary of the major changes being implemented on October 1, 2021 Read All
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6 members allowed in SMSF from July 1, 2021. Beware of unintended consequences
- PUBLISHED: 05 October 2021
- - Article
- - Self Managed Superannuation
You may not be aware that SMSF funds can now have up to 6 members (From 01/07/2021). Whilst this may appear to be a feasible option for extended family or business partners, Tony Zhang's article on Craig Day's technical update (Colonial First State) is interesting from an unintended consequences perspective. Greater care should be exercised around managing the fund's investment strategies and preferred outcomes for its original members. Read All
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The new Your Super Comparison Tool
- PUBLISHED: 03 September 2021
- - Article
- - What is Financial Planning?
The Australian Government tool, designed to assist you with better understanding your Superannuation investment choices. We have prepared a simple summary of how it works which will help you through the process Read All
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Is the Woolworths offer reasonable for people who are retired?
- PUBLISHED: 27 August 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice, Investor Retirement Visa
Woolworths has announced a $2B off-market buyback. Is this something you should be considering? Read All