Why are more Australians choosing SMSFs?

Why are more Australians choosing SMSFs?

More and more people are turning to self-managed superannuation funds (SMSFs). We explore why SMSFs are becoming more popular and look at their benefits and risks.   What is an SMSF? An SMSF is a private superannuation fund that’s regulated by the Australian...
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...
Federal Budget Update 2017-18

Federal Budget Update 2017-18

The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process.   Federal Budget Summary Budget projected to return to...
Why downsizing isn’t right for all

Why downsizing isn’t right for all

One of the many things that doesn’t make sense about Australia’s property market is retirees rattling around in large houses in child-friendly suburbs while young families are squeezing into tiny, urban high-rise flats.   There’s a perception many older...
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...
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