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Preparing for retirement in uncertain times
- PUBLISHED: 12 August 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
This article describes options for building wealth before retirement, particularly in this volatile economic environment. It starts with the relatively safer but low yielding options then explains three alternatives which may offer potentially higher returns. Read All
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The rules governing gifts from SMSFs
- PUBLISHED: 31 July 2020
- - Article
- - Self Managed Superannuation
This article explains the restrictions on SMSF trustees giving financial assistance to members or relatives. It includes four examples to explain how these rules can apply. Read All
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When a Self-managed super fund may be the wrong idea
- PUBLISHED: 31 July 2020
- - Article
- - Self Managed Superannuation
With the growing popularity of SMSFs, this article looks in the other direction and explores the reasons why establishing a SMSF may not be the best idea. Read All
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Working with Covid 19 and our ongoing interaction with our clients
- PUBLISHED: 29 July 2020
- - Article
Ideas on how to return documents to our office during this Pandemic Read All
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Quarterly Economic Update: April-June 2020
- PUBLISHED: 28 July 2020
- - Article
- - Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice
An economic update on the last quarter of the 19-20 financial year Read All
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Don’t wait until your 60s to see a financial adviser
- PUBLISHED: 28 July 2020
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio, Investment & Financial Advice
Why young people should consider finding and working with a financial planner earlier in their careers Read All
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2018 Year In Review
- PUBLISHED: 24 December 2018
- - News
- - Investment & Financial Advice
With the 2018 Calendar year coming to a close, we thought we might take a moment to recap the year that’s been. After years of stability and complacency, volatility crept in the front door of financial markets and made its presence felt. Volatility in equity markets (February & October), volatility in Property (House Prices), volatility also experienced in currency markets and cryptocurrencies. Read All
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Investment Mix Available in your Super
- PUBLISHED: 16 October 2018
- - News
- - Self Managed Superannuation, Investment & Financial Advice
Super is a long-term investment and super funds invest our money with the intention of growing our funds for the future. Many super funds offer a range of investment options you can choose from and what you choose will depend on how much risk you are willing to take. Read All
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5 Steps to Building your Wealth
- PUBLISHED: 10 October 2018
- - News
- - Investment & Financial Advice
With constant changes in the economy and the fluctuations in the market we’re always looking for ways to continue to build our wealth. To be able to build we need to have a starting point. While everyone is different financially, we can all use these basic 5 building blocks as our foundation to help us grow financially. Read All
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SMSF: Administering and Reporting
- PUBLISHED: 04 September 2018
- - News
- - Self Managed Superannuation
As a trustee or director of a Self-Managed Super Fund (SMSF) there are a number of administering and reporting duties that need to be completed. Read All