Archive for category: Strategic Financial Advice

News

The transfer balance cap – how does it work again?

Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.

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 The transfer balance cap – how does it work again?

Mortgage vs super: where should I put my extra money?

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super?

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Mortgage vs super: where should I put my extra money?

5 tips for managing your SMSF

Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this quick guide.

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 5 tips for managing your SMSF

Australian household wealth

Is high Australian household wealth a source of support for consumers? Household income data from the OECD showed that Australia had one of the lowest rates of annual real household disposable income per person compared to its OECD peers.

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Australian household wealth

As scams evolve, so can you

As scams continue to evolve, it’s important to stay on top of the latest information. Here are some tips for staying protected against some of the most common scams impacting Australians today and red flags to watch out for.

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 As scams evolve, so can you

Want to earn more and keep your Age Pension?

Many individuals work beyond retirement age for social, personal, or financial reasons. But what does this mean if you’re receiving the Age Pension?

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 Want to earn more and keep your Age Pension?

Falling inflation – what does it mean for investors?

The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound.

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 Falling inflation – what does it mean for investors?

Economic and market overview

A rally in the second half of the month helped global share markets generate solid gains in January, extending the rally from November and December.

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Economic and market overview