Blog | Amplify Wealth

Jul 5

Meeting the Retirement Condition of Release

The retirement condition of release allows members to gain unrestricted access to their superannuation and to convert transition to...

Jul 4

Should I wind up my SMSF?

There are a lot of reasons why trustees might choose to wind-up their SMSF from performance to a change in circumstances. We look at the...

Apr 1

6 Common mistakes professionals make when it comes to financial planning

Professional services are highly respected careers and generally well recognised for earning high incomes. What is less talked about is...

Mar 3

Leave Entitlements Upon Retirement

Retirement is a big milestone in the journey of life and comes with many decisions to be made. Planning ahead can ensure you make the...

Mar 3

Collaboration in your estate plan

When it comes to preparing your estate plan, most of you are aware to seek the advice of a legal specialist (those of you who think a...

Dec 8, 2023

Twelve financial gifts for Christmas

‘Tis the season to be giving so here are my financial gifts to see you thrive in 2024: Day 1 Set your financial goals for 2024 (don’t...

Dec 8, 2023

Has inflation reached its peak?

Inflation has remained higher for longer than predicted to the point where the phrase has become a mantra of the Reserve Bank of...

Dec 8, 2023

Vale Charlie Munger

In investment circles arguably two of the most prominent names are Warren Buffet and his Vice Chairman Charlie Munger, of Berkshire...

Oct 30, 2023

What is Debt Recycling

Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while...

Oct 26, 2023

Don't do a budget

Wait…what? Don’t you always tell us to do a Budget? Yes I do BUT, don’t do a budget if you are never going to look at. It’s useless....

Oct 16, 2023

The outlook for oil

This is an important issue at present, given resilient inflation and geopolitical issues. We have “borrowed” this article to share with...

Aug 3, 2023

The challenge of spending in retirement

It might come as a surprise to learn that many retirees are afraid of spending their money in retirement. Modelling how much a client...

Aug 3, 2023

Self Managed Super Fund Updates

For those of you who have a Self Managed Super fund, as trustees you should be aware of some recent changes effective from 1 July 2023....

Aug 3, 2023

The New Tax on Super Earnings

How will the proposed 30% tax on super earnings above $3m work? From 1 July 2025, a proposed new tax will apply to future earnings on...

Jul 28, 2023

Retirement - 3 investment strategies to make your money last

Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....

May 3, 2023

Understanding the Bank Guarantee

Due to the recent issues with some US and European banking facilities, many have been questioning the security of their savings in...

May 3, 2023

Are rental properties a private investment or a public good?

With rental property availability at critical levels, a social ‘tug of war’ is in play with investors held to account over rising rents....

Feb 15, 2023

Money Habits to break in 2023

To help you thrive in 2023, we have put together some bad habits to kiss goodbye. I am not sure why but sometimes it is easier to give up...

Feb 15, 2023

Understanding Super Contributions

Superannuation can be boring and complex but it is one of my all time favourite topics (yes I know, I need to get a life!!). And whilst...

Feb 15, 2023

4 considerations when switching your super

I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...

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