Latest Articles
Latest News
Capital gains tax may be payable when you sell a certain asset (such as shares, land or property) and make a profit. Capital gains tax is charged on the profit you make from the sale of certain assets. These could be assets that you’ve purchased or inherited. To give you a few examples, capital gains...Read More
When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be nerve-wracking worrying about how to deal with the crisis. And, if funds are short, that just adds to the stress. But imagine that you have a secret...Read More
Adding bonds to your investment mix
August 14, 2023Financial Planning
Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them? What are bonds? Bonds are a type of investment security that enable investors to lend their money to a bond issuer for a set term in return for regular income...Read More
Hedge funds
August 7, 2023Uncategorized
Hedge funds use investment strategies that are more complex than other managed funds. Many aim for positive or less volatile returns, in both rising and falling markets. A hedge fund is a complex investment and risks vary. Read the product disclosure statement and consider getting financial advice before you invest. How hedge funds work Hedge...Read More
You may hear about investment market volatility and think it has nothing to do with you, especially if you don’t own any investments, such as shares. So, it may surprise you to learn that most working Australians are investors in the share market through their super. In fact, Australia’s super funds are one of the...Read More
Will these super changes affect you?
July 31, 2023Superannuation
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Australians are investing more in super - almost $151 billion dollars in the year ending March 2023, an increase of 11.3 per cent.i Those extra contributions,...Read More
Who needs a testamentary trust?
July 24, 2023Estate Planning
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the value of inheritances as well as gifts to family and...Read More
Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other investments. So, when rates...Read More
Planning to retire
July 17, 2023Retirement Planning
Before you retire If you're planning to retire, you need to consider: your age including if you have reached your preservation age when you can access your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are part of an Employee Share Scheme if the retirement...Read More
There's a common misperception that in order to start investing, you need a large initial sum and lots of time. Here's why that's a myth. Investing can seem like a daunting task, particularly for those who think they lack the time and resources to start. A study has found that many Australian investors think they...Read More