Beginning my career in financial services in 2007, what impressed me most about the profession was (and still is) the immense amount of value we could provide to clients through the provision of strategic financial advice. One strategy that particularly stood out to me most (2007/8 and 2008/9 financial years) was utilising generous concessional contribution…

In this Issue: Market Update 2020 Griffith University Stonehouse Scholarship winner A new way to boost your retirement savings Making your savings work harder Team update Download newsletter to read more:

Investors usually have mixed feelings about cash. In bull markets, cash is shunned whereas in volatile bear markets, when equities and bond prices are falling, it can be looked on as a safe heaven and ready liquidity. Attempting to successfully time your re-entry into markets can be challenging even for professional fund managers. Fund managers…

Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia’s…

After a year when even the best laid plans may have changed due to COVID-19, people who were planning to retire soon are reviewing their plans. Whatever your circumstances, a financial review may be required to get your retirement plans in order. You may even find you’re in better financial shape than anticipated, but you…

Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the main reasons people give for wanting to establish an SMSF is to have greater control of their investments and taking control of a difficult situation…

The start of the financial year is always an excellent time to take stock of your current situation and visualise where you’d like to be in the future. It’s fair to say this year hasn’t been ‘business as usual’! While no-one could have predicted the first six months of 2020, nor want to repeat them,…

With many people now working from home because of COVID-19, some of the expenses your employer normally pays – such as electricity, heating and cooling – are now coming out of your wallet. Although some employers may provide a daily allowance to help with these additional costs, if you’re not receiving anything it’s important to…

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