Tag Archives: financial planning

New Super Changes from 1 July – August Newsletter
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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 … Continue reading

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

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August Economic Update Video – 2 minutes
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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 … Continue reading

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July 2020 Update
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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 … Continue reading

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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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The winners and losers of the Federal Budget
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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 … Continue reading

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$1 billion of investments up for grabs – could it be yours?
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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. … Continue reading

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Australians delay retirement by three years
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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 … Continue reading

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

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

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