Case study: How a UK Pension and superannuation strategy helped this couple retire sooner
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
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Freedom from worry
The Israel and Iran war: Threat to economies and investment markets
Conflict regularly flares up in the Middle East leading to concerns of a threat to inflation and economic growth via a surge in oil prices like in the 1970s and early 1980s.
The Israel and Iran war: Threat to economies and investment markets Read More »
How much do you need to retire comfortably? The latest from ASFA
Each quarter, ASFA updates a guide that outlines how much singles and couples need to spend in retirement to enjoy either a modest or comfortable lifestyle.
How much do you need to retire comfortably? The latest from ASFA Read More »
Proposed new superannuation tax: What you need to know
The Australian Government has announced a significant change to superannuation taxation, set to commence on 1 July 2025.
Proposed new superannuation tax: What you need to know Read More »
EOFY Super Guide: What to do now, based on your age
As June 30 approaches, it’s a great time to review your superannuation contributions. Making the most of your before- after-tax contributions can boost your retirement savings.
EOFY Super Guide: What to do now, based on your age Read More »
Video: How is investing like tennis?
You don’t have to win every point to be a tennis champion. And you don’t have to win in the market every day to have a successful investment experience.
Video: How is investing like tennis? Read More »
5 key things to know about 2025 Aged Care rule changes
New aged care rules will take effect from 1 July 2025 that may add complexity in understanding aged care fees and making informed financial decisions.
5 key things to know about 2025 Aged Care rule changes Read More »
Markets look forward. So should investors.
When your portfolio experiences a sudden drop, generally the most important thing an investor can do is to stay invested and look forward.
Markets look forward. So should investors. Read More »
Selling property in WA: Key financial, legal and strategic considerations
From understanding capital gains tax and WA’s stamp duty rules to timing your sale in the WA market cycle, savvy property owners leave no stone unturned.
Selling property in WA: Key financial, legal and strategic considerations Read More »
Should I have a cash reserve and how big should it be?
Life has a funny way of throwing curveballs. When these moments happen, having a cash reserve can make all the difference.
Should I have a cash reserve and how big should it be? Read More »
Staying the course: Why long-term investors should ignore short-term market volatility
Market volatility can feel uncomfortable, but history shows that those who remain patient and disciplined are ultimately rewarded.
Staying the course: Why long-term investors should ignore short-term market volatility Read More »
The most expensive thing in the world is probably not what you think
When trust is present, relationships and organisations flourish. When it’s missing, everything becomes harder.
The most expensive thing in the world is probably not what you think Read More »
Case Study: Reducing a $300k tax bill to $0
This case study highlights the importance of getting a second opinion when it comes to complex tax areas – doing so can uncover valuable opportunities.
Case Study: Reducing a $300k tax bill to $0 Read More »
Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
Opportunity before 5th April 2025 – UK State Pension voluntary contributions Read More »
Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
Case Study: Sale of investment property and superannuation Read More »