News

Building wealth in diversity

What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie… Read more...

Summer 2019

December is here which marks the official start to summer. Unfortunately, the bush fire season is… Read more...

2019 Year in Review: A year of highs and lows

It was a year of extremes, with shares hitting record highs and interest rates at historic lows…. Read more...

The hunt for dividend income in 2020

With interest rates at historic lows and likely to stay that way for some time, retirees and… Read more...

Recent Market Volatility – A Reality Check

Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets including Australian shares. Recent market falls need to be kept in perspective. In the ... Read more...

Is a Transition to Retirement Pension still viable?

From 1 July 2017, income generated from assets supporting transition to retirement (TTR) pensions will no longer be tax free. Instead, income and realised capital gains generated by assets supporting a TTR pension will be taxed at 15%, which is the same rate that applies to accumulation accounts. Key messages The removal of the tax exemption on earnings ... Read more...

Super reform myths

There are a lot of urban myths floating around in relation to the super changes, particularly regarding TTR Pensions, the $1.6m transfer balance cap, CGT relief and the ability to make last minute contributions before the caps drop on 1 July. The following article by Graeme Colley dispels ten of the myths and misunderstandings that have ... Read more...

2017 Budget – Implications for Investors

With investors still working through the wide-reaching and complex superannuation changes from last year’s Budget, the minimal changes this year provide a welcome relief. The main change impacting superannuation involves allowing people aged 65 and over to downsize their home and add the proceeds to superannuation, a First Home Super Saver Scheme and the rounding up ... Read more...

Are you ready for the Super changes?

The clock is ticking and there is now less than 8 weeks until the new super changes take effect. Some of the issues to be aware of include: Making before-tax contributions Right now the total amount you can contribute to your superannuation before tax, is capped at: $35,000 per year if you are aged 50 or over. $30,000 per ... Read more...

US Election – Implications for Investors

After a long and difficult campaign Donald Trump has been elected president of the United States with the Republican Party retaining control of the House, and the Senate, in Congress. Just as we saw with the Brexit vote, the combination of rising inequality, stagnant middle incomes and the disenchantment of white non-college educated males has ... Read more...