Financial strategy insights

What the Budget update on housing affordability means for you

Ishara Rupasinghe, 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 Member

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

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

Ishara Rupasinghe, 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

Boost your super and manage CGT with share transfers into your SMSF

Nerida Cole, Managing Director, Head of Advice

With changes to super making it harder to use non-concessional contributions after 30 June, many savers are looking for strategies to boost their...Read more

Three super changes that will impact defined benefit pensions from 1 July

Nerida Cole, Managing Director, Head of Advice

Although there is a lot of talk about the government’s sweeping changes to super, what has taken defined benefit fund members (including retired...Read more

Why financial planning is key to your wellbeing

Lyle Meaney, Managing Director, Wealth Advice

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

To HELP or not to HELP

Nerida Cole, Managing Director, Head of Advice

The value of a university education can really help children prosper, but it comes at a cost.  A big question for many parents is understanding the...Read more

The upside of spouse contribution splitting

Nerida Cole, Managing Director, Head of Advice

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

Get your finances in shape today for a better future

Nerida Cole, Managing Director, Head of Advice

One of the many advantages of building a successful career is the opportunity that it provides to create a better life for the people you care most about....Read more

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