Financial strategy insights

Have investment markets become complacent to uncertainties in this new era of politics?

Lyle Meaney, Managing Director, Family Wealth Management

Global share markets surged following Donald Trump’s election to President of the United States last November, however, many investors may now be...Read more

What’s new in the residential property market debate?

Patrick Broughton, Investment Committee Chairman

The debate surrounding residential property prices rages again – is there a ‘bubble’ or not and is the Reserve Bank of Australia (RBA) at...Read more

Revisions to super open a window of opportunity

Nerida Cole, Managing Director, Head of Advice

The government’s decision not to proceed with the unpopular proposal of a $500,000 lifetime non-concessional cap provides a highly valuable...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 timely considerations to support retirement under the new super rules

Nerida Cole, Managing Director, Head of Advice

On November 23 last year, the complex proposals heralding Australia’s biggest change to super in 10 years received the approval of the Senate. And...Read more

What can you do if you hold more than $1.6 million in pensions under new super rules?

Nerida Cole, Managing Director, Head of Advice

The introduction of the government’s new super rules is fast approaching. And the challenge facing many retirees is how to manage money that cannot be...Read more

Find out why making non-concessional contributions now can boost your super long term

Nerida Cole, Managing Director, Head of Advice

After much debate, the complex new super reforms that were first announced in the 2016 Budget were finalised by the parliament in November last year. With...Read more

What you need to know about CGT relief under the new super rules

Nerida Cole, Managing Director, Head of Advice

There’s a lot of noise about the government’s new super reforms, but one garnering a lot of questions is the capital gains tax (CGT) relief...Read more

Investment considerations for Australians in the new Trump era

Patrick Broughton, Investment Committee Chairman

Last month’s inauguration of the 45th President of the United States has the world talking. There has been and will be countless column inches about...Read more

Why you should consider investing in real assets

Lyle Meaney, Managing Director, Family Wealth Management

With global inflation starting to pick up, real assets like infrastructure and property provide investors with interesting alternatives. These assets are...Read more

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