There has been a lot going on in global markets over recent months. It would be wise, and prudent, to keep on top of these global risk factors and their impact on your investments. It can be quite difficult to keep up with what is happening and understand what this means for your investments. Initially
We will often get enquiries from people asking if it would be a good idea to use their superannuation to invest in property. There certainly is a growing trend for people to set up SMSFs for the purpose of buying a property. If you are considering doing this, we would recommend that you equip
Global and Australian economic indicators for the month of June, 2015.
A Self Managed Super Fund (SMSF) is a way of saving for your retirement. They work in a similar way to all other superannuation funds, abiding by the same superannuation and income tax laws. The big difference with a SMSF is that as a member of the fund you are also a Trustee, which means
It would be easy, with the long period of low interest rates that we have experienced, to forget that interest rates will rise at some point in the future. The key to being properly prepared is to be aware that an interest rate rise can occur, and to think through what would happen in your particular circumstance if this did happen.
If you are within three to five years of retirement it is a good time to review your investment strategy. When you are working, your investment strategy will focus on accumulating and growing wealth in a tax effective manner, and your investment time horizon is generally quite long. As you enter retirement the focus shifts
The 4 things you can do before the end of the financial year to get the most benefit from superannuation laws and to maximise your retirement wealth.
The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Here are some tips to help you get the most out of your tax return.
Reserve bank interest rate announcement - June 2015 Today the Reserve Bank of Australia met to review the official cash rate. They have decided to leave the rate steady at 2.00% this month. We expect that most lenders will leave their rates unchanged, in line with the Reserve Bank’s decision. Why use a mortgage broker?
Director's Comment By Inbam Devadason The May 2015 Federal Budget was announced last week. It was Treasurer Joe Hockey’s second budget as Treasurer. The Budget has generally been well received and has put forward some key initiatives to assist small business, families with childcare needs and older Australians with a modest amount of assets. To
