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Our Federal Budget Summary is here! Easy to read and money for many.

Our Federal Budget Summary is here! Easy to read and money for many.  There are many winners but a big win for superannuation as there were no negative changes! Federal Budget Summary

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Why the price of gold has rallied over the past 3-6 months

Market Wrap Along with a recap of the markets in July, in our market wrap this month, we look into some of the reasons why the price of gold has rallied over the past 3-6 months.   Please click here to see our Market Wrap.

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August Economic Update Video – 2 minutes

Economic Update Video – 2 minutes This month’s update is now available and you can view our latest video here.  This video is a 2 minute review of last month’s economic developments and a quick summary of some of the key information.

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Market Wrap for July 2020

Market Wrap Along with a recap of the markets in June, in our market wrap this month, we look into some of the reasons why stock markets have been performing strongly during the current challenging economic times.   Please click here to see our Market Wrap.

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July 2020 Update

July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a great time to plan your finances for the year ahead, to rebuild or make the…

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Liberal versus Labor: How they will tinker with your super

With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies.  With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at how the Liberals and Labor Party may tinker with your retirement plans. Adding extra to…

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How Labor can’t touch this multi-millionaire and their franking credits

There is one thing for sure in the lead up to this election – it seems everyone is getting fired up over refundable franking credits and they aren’t holding back on their criticism.  However, there is one thing I have learned over the last few months, and that is, that most still don’t understand how…

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The winners and losers of the Federal Budget

Older Australians, First Home Buyers and Small Business are the clear winners from the Federal Budget, but the list of losers is long.  Treasurer Scott Morrison’s second budget may have been short and sweet but the bottom line is, taxpayers may all be paying more going forward. If you didn’t get a chance to watch…

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$1 billion of investments up for grabs – could it be yours?

Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. It’s a staggering amount of wealth that could be checked easily with a quick search…

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Australians delay retirement by three years

Australians are delaying retirement by an average three years as cuts to the age pension and low interest rates force people to rethink their savings plans. A survey by research firm Roy Morgan conducted last October found that the average age of individuals planning to retire over the next 12 months was 61, up from…

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November Update

November is here and as always it opens with the race that stops a nation. But the Melbourne Cup has been eclipsed by an even bigger race this month, and that’s the home stretch to the US Presidential election on November 8, which overshadowed global financial markets in October. Our newsletter gives you a snapshot…

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$500,000 lifetime superannuation cap scrapped

The Government has today announced improvements to the superannuation changes announced in the 2016-17 Budget that make Australia’s superannuation system even fairer, more flexible and more sustainable. Following extensive consultation, the Government will amend the package to improve the measures that seek to restrict superannuation being used as an estate planning vehicle, while providing greater…

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