Financial strategy insights

Is the Australian economy on track for stronger growth?

Madison Kennedy, Associate Director

It seems lately whenever we talk about the economy it’s largely doom and gloom. This week, however, the Governor of the Reserve Bank of Australia (RBA...Read more

Three ways to improve your SMSF right now

Ashley Woodhead, Director, Family Wealth Management

As you plan for retirement, there’s a lot to consider – so it’s important to make every decision count.

By the time you turn 50,...Read more

Save up to $500,000 in tax

Nerida Cole, Managing Director, Head of Advice

Prepare to boost your super. The tax savings can also be quite significant! Depending on your personal tax rate and what tax rate you can access within...Read more

A Budget of opportunity for investors

Nerida Cole, Managing Director, Head of Advice

To the relief of some Australian investors, the government has largely left superannuation untouched in this year’s Federal Budget. Instead,...Read more

End of financial year checklist

Ishara Rupasinghe, Associate Director

The end of financial year is fast approaching, which means the biggest changes to super in a decade are almost upon us. Given the super changes are so...Read more

What the Budget update on housing affordability means for you

Ishara Rupasinghe, Associate Director

Buying your first home, no matter how old you are at the time, is a big achievement. Among a raft of initiatives designed to tackle housing affordability in...Read more

Will Europe's political changes present investment opportunities?

Patrick Broughton, Investment Committee Chairman

The landslide victory by pro-European Union (EU) candidate Emmanuel Macron in the French presidential elections added to the feeling that voters in Europe...Read more

What you need to know about rolling back excess super to manage the new $1.6 million cap

Nerida Cole, Managing Director, Head of Advice

If you hold more than $1.6 million in super, time is almost up to make your final decision about how to restructure your accounts to comply with the pension...Read more

CGT relief under the new super rules: a case study

Nerida Cole, Managing Director, Head of Advice

Deciding to take up capital gains tax (CGT) relief is a complex decision facing self managed super fund (SMSF) trustees having to make adjustments to comply...Read more

Downsizing the family home and when to look for a new place

Ishara Rupasinghe, Associate Director

Downsizing your home can be a difficult decision and is prompted for many different reasons: it may be the kids moving out, the opportunity to travel or...Read more

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