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Understand how uncertain times is a great time to invest with an appropriate strategy
- PUBLISHED: 18 September 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
We warn potential investors about the pitfalls of trying to "time" the share market and explains how to uise the tried and tested "dollar-cost averaging" method. We have also included a case study for you to demonstrate how this strategy works Read All
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Are you an investor or a gambler?
- PUBLISHED: 18 September 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
When investing across asset classes including Australian and International Equities and Fixed Income etc. it is critical to have a clear investment strategy in place. In our article we identify 5 warning signs that could indicate you are gambling rather than investing Read All
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Are face to face meetings dying?
- PUBLISHED: 01 September 2020
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice, Investor Retirement Visa
As a result of Covid, many of us have had to change our work and lifestyle habits over the last 6 months, with Zoom meetings become the new norm. Advantages and disadvantages aside, will the convenience of not having to leave your house for important appointments mean face to face meetings will start to go the same way as the dinosaurs? Read All
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What happens when you can no longer manage your SMSF?
- PUBLISHED: 01 September 2020
- - Article
- - Self Managed Superannuation
More than 1 million Australians have chosen to manage their own superannuation arrangements via a Self-managed super fund. Whatever your motivation in choosing a Self-Managed Superannuation arrangement (Control over your own funds, own the assets directly or using investments not potentially available in more traditional models), have you ever stopped to think about who will look after the Self-managed super fund if I cant? Read All
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Confused by all the Superannuation jargon. We have prepared a plain English explanation of super’s most common terms.
- PUBLISHED: 01 September 2020
- - Article
- - What is Financial Planning?, Self Managed Superannuation
This table outlines the most common terms used in Superannuation and attempts to demystify them for you. Read All
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Are you investing or gambling?
- PUBLISHED: 12 August 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
Investing in different asset classes such as equities, commodities, and fixed-income assets is a great way to accumulate wealth, but it is important to have a sound investment strategy in place. This article covers five warning signs that you may be gambling instead of investing. Read All
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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