Monthly Archives: May 2017

Jason in Money Mag’s ‘Ask the Expert’

Our Head of Wealth Management, Jason Petersen, features in May 2017's Money Magazine's 'Ask the Experts' article. This time Jason writes his recommendations for Michele Mossop who's weighing up the pros and cons of selling her Sydney apartment to unlock some capital, or staying put and taking out a reverse mortgage. Jason touches on issues [...]

May 15th, 2017|

More on the Federal Budget…

Yesterday we posted an article on the likely effects of the Federal Budget from the SMSF perspective. Today we publish a list of the broader areas in which major changes were announced. Naturally, there is a lot more detail behind each bullet point, so if you are interested in finding out more, please don't hesitate [...]

May 11th, 2017|

SMSF stability an outcome of Federal Budget

With many of our clients having self managed super funds, we've summarised the key points from Treasurer Scott Morrison's 2017/18 Federal Budget from the SMSF perspective. In short, stability and confidence for superannuation is the good news coming out of the 2017-18 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation [...]

May 10th, 2017|