Financial strategy insights

SMSF succession planning secrets you should know

David Calvert, Managing Director, Superannuation

As you age, planning for the management of your self managed super fund (SMSF) and the effective distribution of your estate can be a very personal,...Read more

How to improve your financial wellbeing as you plan for retirement

Dixon Advisory

It’s no secret that like many other developed countries, Australia is ageing – one in six of us is now aged over 651 with more than...Read more

How Amazon's Australia launch could disrupt local retailers

Lyle Meaney, Managing Director, Family Wealth Management

Amazon's impending Aussie entrance is forecast to cost local retailers up to $12 billion – the amount analysts believe the mega online retailer...Read more

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

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