Investments

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...

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...

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 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....

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....

Nov 7, 2022

3 ways to Manage FUD (Fear Uncertainty Doubt) when investing

Are you feeling a bit exhausted by all the negative talk? The news is negative, the share market is currently negative, so it’s no...

Aug 12, 2022

Division 293 tax

Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...

Mar 1, 2022

Time in the Market, not timing the market

The current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...

Mar 1, 2022

Using your home equity to invest

Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...

Nov 8, 2021

3 threats to your retirement

Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...

Nov 7, 2021

Is it a scam?

New data released Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a...

Aug 3, 2021

Book Review – Atomic Habits

Nothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...

Aug 3, 2021

Inflation Worries?

It’s the topic du jour with economists. So we thought it helpful to briefly recap what has led to inflation being the topic on everyone’s...

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