Financial Planning News

man reading paper for investment advice

Is An SMSF Right For You?

The investment outlook – it’s not all that bad! Here are nine reasons why
The past few weeks have been messy with Brexit, the Australian election, another terrorist attack in France and an attempted coup in Turkey. In fact, the last 12 months have been – starting with the latest Greek tantrum and China share market plunge a year ago. It’s almost as if someone has listened to Taylor Swift’s song “Shake It Off” and decided to try and shake up investment markets.

diary nearing end of financial year

Getting in Order for End of Financial Year

Now that June is coming to a close, it’s a perfect time to think about getting all your financials in order.

– Have you got several super funds you’ve been thinking about consolidating?
– Is your personal insurance cover adequate to protect you and your family?
– Do you have a term deposit nearing maturity?
– Is it time to make plans for your retirement?

winding road ahead for super

Superannuation Plan For Australia’s Future

Australia’s population is changing, our way of doing business is changing, and the opportunities and challenges we face are changing.

As we go through this economic transition, it is vital that our tax and superannuation systems are modernised to ensure that they are doing their job to drive economic growth and national prosperity.