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Blog | Tuesday, February 28, 2017

Don’t give up on super just yet

Glenn Fairbairn
Director/Private Client Adviser

Following the Budget in May 2016, superannuation has been in the spotlight.

With a raft of changes proposed and passed through the senate in November last year, many people have been hesitant to contribute too heavily to super in fear that its tax effectiveness has been minimised and that it will be subject to further legislative change in future. 

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Blog | Tuesday, February 21, 2017

A week of conferences

Nathan Lear
Director/Private Client Adviser

I am officially renaming last week “conference week”.  An investment conference in Sydney on Tuesday followed by three action packed days at the SMSF Association National Conference in Melbourne. 

I’m almost overflowing with information and new ideas. Given we have covered the superannuation changes in recent blogs, let me share some of the key insights from the investment conference in Sydney last week…

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Blog | Tuesday, February 14, 2017

Are you an individual or a number?

Andrew Hewison
Managing Director

There are two types of financial advice:

1. What the large institutions offer up as "advice"; and
2. True "goals based" independent advice

And they are worlds apart.

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Blog | Tuesday, February 7, 2017

Are you ready for super changes?

Chris Morcom
Director/Private Client Adviser

Changes to superannuation became law on 9 November, 2016. If you’re a trustee of a self managed super fund (SMSF) it’s now time to review your fund strategy.

There are two key changes:

  1. Transition to Retirement pensions
  2. Transition procedures for balances over $1.6 million
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Blog | Tuesday, January 31, 2017

Wake up Australia!

John Hewison
Chairman and Founder

We recently saw the US stock market index roar through 20,000 points. “The Donald” factor is being touted as the driver but it is so much more than that.

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