News

Are you prepared for changes to the Age Pension assets test?

How the assets test will work in 2017 could increase your Age Pension entitlements, or take some or all of them away.

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Are you prepared for changes to the Age Pension assets test?

Redundant? Get ready for what’s next

Redundancy is never easy — but you can take steps to be emotionally and financially prepared.

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Redundant? Get ready for what’s next

Start saving early and let compound interest grow your retirement nest egg

With the current debate surrounding the Government’s proposed changes to superannuation contributions caps focused on tax rather than outcomes, most super fund members should instead be concentrating on maximising their investment returns to achieve an adequate retirement income, according to Rice Warner research.1

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Start saving early and let compound interest grow your retirement nest egg

The Australian housing market – surging unit supply, the economy and what it all means for investors

Housing matters a lot in Australia. Having a house on a quarter acre block is part of the "Aussie dream". Housing is a popular investment destination. And the housing cycle is a key component of the economic cycle and closely connected to interest rate movements. 

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The Australian housing market – surging unit supply, the economy and what it all means for investors

The power of diversification for your SMSF

The overriding investment objective should be for your SMSF to deliver a sustainable income stream in retirement.

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The power of diversification for your SMSF

US Election: Outcome and Implications

For the second time in 2016, the global geo-political landscape has shifted dramatically with the election of Donald Trump as the 45th President of the United States.

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US Election: Outcome and Implications

7 tips for enjoying a financially stress free Christmas

It can be hard to manage and keep track of your expenses when Christmas is creeping closer and closer and we are all trying to juggle end of year parties and get-togethers with family and friends.

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7 tips for enjoying a financially stress free Christmas
( Posted in: Lending & Finance )

Income Protection Insurance Tax Deductions

Recently a client came in to complete their tax returns and during the process we found that the income protection insurance they wanted to claim was actually paid for by their Super Fund. This sparked an interesting discussion about how income protection deductions work and how claims would be processed.

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Income Protection Insurance Tax Deductions
( Posted in: Tax )