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New Super Changes from 1 July – August Newsletter

We are already more than half way through August and spring is just around the corner. Australians will all be hoping for brighter days ahead, as we contend with rising COVID cases in some states, sobering news on the economic front and positive legislation changes. We first take a look at the changes to superannuation…

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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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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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Our Winter Newsletter – Post Election and Tax Planning

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 local shares surged to an 11-year high on Monday before losing some of their gains…

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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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Changing of the Goal Posts for Self-Funded Retirees – How to make sense of the Changes to the Age Pension.

For many years, the Age Pension has been available to thousands of self-funded retirees who have sought advice around the generous rules and exemptions available and employed smart strategies to gain access to the Government Benefits, even with substantial superannuation balances. From 1st January 2017 however, the rules are being tightened! If you are currently…

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Forget the Smashed Avo on Toast – Are you just too lazy to save money?

Australians are self-confessed penny pinchers, with new research identifying three-quarters of Australians as tightwads who limit their spending and hunt for the best deals. But with all this self-confession, are we really saving as much as what we could? With more than half of Australians dumping their current service providers for a cheaper deal, research…

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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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End of Financial Year Update and Strategies

After a long spell of milder weather, winter is finally here, but the upcoming federal election will be providing plenty of heat for the next few weeks at least. With significant changes to superannuation, business tax and negative gearing in the offing, the outcome of this election could also have a material impact on the…

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