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 [...]
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 [...]
Money Mag’s ‘Ask the Experts’.
Once again our Head of Wealth Management has been invited to contribute to Money Magazine's 'Ask the Experts' column, this time in the February 2017 edition. This column takes a real-life case study and presents [...]
Goal setting and why your ‘how’ matters as much as your ‘why’
A fresh new year is a good time to set some big goals for yourself. By starting the year with compelling goals, you create a picture in your head of where you want to head [...]
The beauty of investing in index funds
Back in 2007, Warren Buffett – one of the world’s most successful investors – waged a bet that over 10 years, an S&P 500 index fund would outperform ten hedge funds of the taker's choice. The [...]
New payment option with Macquarie
This post will be of interest to our clients with Macquarie Cash Management Accounts (CMA). In the past, if you needed to authorise a payment (say to yourself, or the ATO or ASIC for example) [...]