2017-18 Federal Budget – Fairness, Opportunity and Security
Fairness, Opportunity and Security’ was the catchphrase of the 2017-18 Federal Budget this year. The proposed measures ranged from addressing supply and demand in the housing market, future changes to the Medicare Levy to fund the National Disability Insurance Scheme, a major banking levy, some social security measures, and higher education system reforms to name […]
eNews – April 2017
Small biz CGT, Negative gearing, Goals investing, Aged care, Bad habits, Savings Calculator
Big Changes Are Coming To Super
On 1 July 2017 big changes are coming to super. It’s important to understand what the new rules are – and how they will affect you. While the changes are wide-ranging, most relate to the super contributions cap. That is, how much you’re allowed to put into super to take advantage of the generous tax […]
eNews – March 2017
Super deadline, Retiree risks, Claims process, Electricity budgeting, 3D printing hope
eNews – February 2017
Private health, Interest rates, Annuities, DIY wills, Younger self
eNews – January 2017
We hope you had a restful and safe festive season, often we use this time to reflect on the year that was and subsequently devise a resolution or two. If improving your financial position was on the agenda, we can help. In this newsletter we take a look at the approaching superannuation reforms and what […]
eNews – December 2016
2016 has been eventful on many fronts! This month we look to the future and some things we can do to influence the outcome. Our animation illustrates how building a personal finance team can help you get ahead in life. We look at the ‘bucket approach’ to retirement investing. There are different types of Total […]
Christmas Party 2016
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eNews – November 2016
With the holiday season approaching we thought we’d dive into the sharing economy – many people, especially pre-retirees, are now earning money from a growing trend towards ‘hollering an Uber’ and planning a getaway with Airbnb. Our animation this month takes a careful look at why it may be important to consider insuring both heads […]
eNews – October 2016
You may have heard in the news recently that there has been a few amendments to the superannuation changes that Scott Morrison announced in his Federal Budget back in May, such as the removal of the $500K lifetime non-concessional contribution (NCC) cap, a reduction in the current annual/bring-forward NCC limits from 1 July 2017, and […]