Monthly Archives: May 2015

When doing nothing can be the best approach

When it comes to your money, there is a dizzying range of choices available to you. And around this time of year, there seems to be an unending list of ways to move your money around to minimise tax. While some of these could be a smart move for you, others won’t. And it’s our [...]

2018-01-22T08:14:34+00:00 May 27th, 2015|

Key points from the 2015 Federal Budget

This year’s Federal Budget has limited implications for our wealth management clients. The main change relates to taper rates for eligibility for the age pension. This is likely to affect clients whose assets are currently borderline with the assets test. Pension entitlements are currently reduced by $1.50 for every $1,000 of assessable assets above the [...]

2018-01-22T08:14:34+00:00 May 14th, 2015|