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...
Market Wrap – April 2017

Market Wrap – April 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!   Reflating away Share markets continued to benefit from the global...
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...
When a Will isn’t enough

When a Will isn’t enough

Most people appreciate that having a Will helps you formalise what you’d like to happen to your assets if you pass away.   While there’s no doubt a Will is an important part of the estate planning process, it may not be enough to prevent unfavorable outcomes for...
CALL NOW