The Budget may make it easier to downsize

The Budget may make it easier to downsize

If you have been contemplating selling the family home but are confused about whether it will have a positive or negative impact on your finances, we can talk you through some proposed changes and how they may be relevant to your individual circumstances. The 2017...
Market Wrap – May 2017

Market Wrap – May 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest! Positive notes Share markets rose during the month, following ongoing...
The latest super reforms: how will they affect you?

The latest super reforms: how will they affect you?

Upcoming legislative reforms to superannuation are complex and may affect people in different ways. Here’s a description of some of the changes and potential strategies to boost your superannuation.   The Australian Government will make a number of changes to our...
A new way to approach your super strategy

A new way to approach your super strategy

For many years, salary sacrifice has been the most tax-effective way to build superannuation. However, from 1 July 2017, you will be able to add personal deductible contributions to your super strategy.   New legislation removes the restriction on claiming a tax...
Market Wrap – March 2017

Market Wrap – March 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest!   Steadiness continues Most share markets performed well as earnings growth...
CALL NOW