Category: CEO’s & Senior Executives

Our Winter Newsletter – Post Election and Tax Planning
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The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while … Continue reading

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Super incentives: Where are we post-election?
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After the surprise win for the Coalition in the federal election, many people are wondering exactly where we are when it comes to superannuation and what will be tweaked under the new government. The significant legislative changes that came into … Continue reading

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Liberal versus Labor: How they will tinker with your super
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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 … Continue reading

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

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Private Health Insurance Hike – Average premium increases by insurer by year
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Insurer Average increase with rate protection (%) 2013 2014 2015 2016 2017 2018 2019 ACA Health Benefits Fund Limited 5.89% 5.78% 4.96% 6.19% 4.70% 2.72% 3.23% Australian Unity Health Limited 5.23% 6.62% 6.26% 5.05% 4.46% 3.89% 3.35% BUPA HI Pty … Continue reading

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December Economic Update
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Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators.  The economic news out of the US and … Continue reading

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Our Aspire Retire Newsletter is out. Read it here!
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Check out our latest newsletter here.      

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Federal Budget Tax Cuts much bigger than first thought, delivering cuts up to $11,800.
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Scott Morrison did his best at explaining the tax cuts on budget night but how many Australians understood exactly what it means to them?  With talk of the Low Income Tax Offset, marginal tax rates changing, and then completely abolishing … Continue reading

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Divorce and separation financial checklist
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Money musts when you split up Separating from your partner can be really difficult and it can also be hard on your finances. You may feel overwhelmed as there are many things to sort out. This checklist gives you some … Continue reading

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Interest Rate Announcement
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Statement by Philip Lowe, Governor: Monetary Policy Decision At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and … Continue reading

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