Category: Superannuation

2019 May Newsletter

  May is here, and as the weather begins to cool the political climate is heating up. The federal election this weekend bookends a busy period on the national political…
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Federal Budget 2019-20 Analysis

We have summarised the key implications of the Federal Budget last night. These changes may affect you and we will take them into consideration for our future planning strategies. Please…
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2018 December Newsletter

December is upon us and summer has arrived with bushfires in Queensland and flooding rains in NSW. Our best wishes go out to all those affected as well as our…
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Investing Once You are Debt Free

  We have noticed a trend in clients approaching us for advice once their mortgage is close to being paid off. After having regular withdrawals for the past 20-25 years,…
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2018 July Newsletter

July is here along with freezing temperatures and good snowfalls in the south and east of the country. As the financial year ended, Australian investors had reason to be optimistic…
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2018 June Newsletter

Australia’s national economic agenda in May was dominated by the Federal Budget and the promise of tax cuts. Consumers rode a wave of optimism until the final week of May…
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2018 April Newsletter

It’s April already and as we head back to work after Easter we hope you enjoyed a peaceful and relaxing holiday weekend. April is generally a quiet month on the…
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2017 July Newsletter

July is here and the good news is that the shortest day and longest night are behind us. It’s also the start of the new financial year which is always…
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Federal Budget Analysis 2017-2018

The government is offering an incentive for retirees who downsize. Under this proposal, over 65s will be able to contribute up to $300,000 to super from the sale of their…
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