Latest News, Blog Posts & Information
Learn about Listed Investment Companies (LIC’s) and how they offer diversification benefits and reduced costs for your investment portfolio.
As long-term investors, we seek proven, dividend yielding stocks with high liquidity, and LIC’s make a strong case for use as reliable income producers for SMSF’s and retirement portfolios.
Read MoreWith a ‘Blue Wave’ scenario now largely a reality, it is anticipated that additional fiscal stimulus will be the priority in the near term – with expectations of anywhere from $600 billion to $1 trillion in pandemic relief on top of the recently enacted $900 billion package. Tax increases to finance additional spending are also likely to follow later on.
Read MoreAn ETF or Exchange Traded Fund is an investment fund that typically aims to track an asset class or a basket of assets. In general, ETFs aim to track a published index such as the NASDAQ-100 Index in the US or the S&P/ASX 200 Index in Australia. ETFs are cost-effective, flexible, and simple to use. Being exchange traded, ETFs are bought and sold just like any share on a stock exchange. Read on to learn more (7 minute read)
Read MoreEstimates suggest that more than a quarter of Australians are expecting the COVID-19 crisis to impact their financial situation for up to 18 months or longer. This suggests financial advice will continue to play a key role in our fight against the virus.
Read MoreWhen your family has enjoyed a high standard of living for a long period of time, the needs of each party must be considered in a more generous way than in an ordinary divorce case. Read this article to learn more and ensure you are protected.
Read MoreIf you want to ensure that a particular family member or colleague becomes the new director of your company when you pass away, it is important to consider effective estate planning. If you are involved with a private company (the type with ‘Pty Ltd’ at the end) then this information applies to you.
Read MoreHave you thought about investing into the share market, but haven’t the slightest clue as to where to begin? This post will act as a guide to help you understand the process and how it can work for you.
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Discover how you can use a guaranteed lifetime annuity to increase your Centrelink Age Pension payments, whilst also locking in a defined rate of return, meaning a more predictable and less volatile income stream for you and your loved ones in retirement.
Read MoreMany elderly Australians struggle with the idea of simply selling up their family home and moving into a completely new environment, away from the comforts they have become accustomed to. Luckily there is an alternative.
Read MoreIf you work for the South Australian Government, there are some unique advantages to your super fund. Learn more about how you can grow your super and reduce your taxable income, whilst maintaining your cash flow
Read MoreWhen Family Court orders are finalised, the parties might think that it’s all over, but when it comes to super-splitting there’s considerably more to do.
Read MoreA general rule of thumb is that when you retire, you will need about 2/3 of your current income to be able to comfortably make ends meet. Will your current super arrangements meet this requirement, or will you need to make extra payments or consider other investment options?
Read MoreSo you want to give your super death benefit to someone who is not your spouse, child or financial dependent? Perhaps it’s your neighbour’s son?
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