Archive for category: Strategic Financial Advice

News

Will cash remain king?

Discover why it’s essential to reassess your asset allocation. While cash has been a top performer, changing interest rates and inflation trends suggest it might be time to consider bonds for long-term growth.

... read more

Will cash remain king?

Are bonds a good investment?

Considering bonds for your portfolio? Discover the benefits and risks of bond investments and how interest rates impact their value. Learn why bonds can be a stable income source and help diversify your investments.

... read more

Are bonds a good investment?

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.

... read more

 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?

... read more

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.

... read more

 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.

... read more

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.

... read more

 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?

... read more

 Want to earn more and keep your Age Pension?