Financial strategy insights

Three ways to improve your SMSF right now

Ashley Woodhead, Executive 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

What the Budget update on housing affordability means for you

Ishara Rupasinghe, Executive 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

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

Ishara Rupasinghe, Executive 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

Why financial planning is key to your wellbeing

Lyle Meaney, Managing Director & CEO – E&P Wealth

The need for personal financial advice to underpin the overall wellbeing of an individual is becoming very apparent. Recent research released by the...Read more

The upside of spouse contribution splitting

Nerida Cole, Investment Committee Member

Superannuation was a key feature of this year’s Federal Budget and the breadth and complexities of the proposed changes are creating confusion for...Read more

Why cash still commands respect

Lyle Meaney, Managing Director & CEO – E&P Wealth

The importance of cash within a portfolio cannot be understated. Cash may no longer be king but it still commands a place within a well diversified...Read more

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