Is your business your super? Many self-employed people view the sale of their business as their retirement fund – their superannuation. So just like ensuring superannuation investments are being well managed, business owners need to plan ahead to ensure their business can continue to provide a reliable income after they […]
Giving the gift of investing Did you have a savings account when you were young? It wasn’t uncommon and those old Passbook accounts funded many a first car. Now you’re a parent, are you thinking of opening an account for your kids? Record low interest rates have taken some of […]
Ensuring your voice is heard The importance of maintaining a current Will ensuring your own last instructions are followed with your insurance, superannuation and nominated beneficiaries. When you’re here to supervise your worldly affairs, your voice, which reflects your current views, is heard, and more often than not, heeded. But […]
A great way to help your kids – and you We are always hearing about how important it is to insure our own lives and income, but what about insuring our children’s? How would your adult child and their family survive financially in the unfortunate event of an accident or […]
5 ‘secrets’ to share selection There are many reasons to invest in shares. Some of us treat it as a bit of a punt, in it for the thrill of pitting our share selection skills against other players in the market. Others look to the market as a generator of […]
EOFY is coming – have you thought about these things? The end of another financial year is looming, and with that may come thoughts about your tax return and how your wealth has tracked throughout the year. Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income, […]
Why does the value of my super fund go up and down? If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed that your retirement savings can both rise – […]
DIY Insurance – is it right for you? Research shows that Australians are underinsured which has led to the proliferation of television advertisements promoting personal insurance cover. Are these quick and easy plans suitable for your family? Research undertaken by Rice Warner in 2017 revealed that on average Australians had […]
If you think you’d never fall for a scam, read this… If you are over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised investment fraud. This isn’t necessarily because your demographic is particularly […]
Federal Budget Update 2021 On 11 May 2021, the Government handed down the 2021/22 Federal Budget. Whilst this marked a return to the traditional timing of the budgetary processes, the content of the 2021/22 Budget continues to remind us that our economy and way of life has still not returned […]