2016 Federal Budget – what it means to you As you know the Government released the 2016/17 Federal Budget with a number of proposed changes below.  We will gain clarity on the proposed changes as new information and further detail becomes available to us.  Once we have further clarity, we will contact you directly should Read more about 2016 BUDGET WHAT IT MEANS TO YOU[…]

Seventy-seven percent of Australian pre-retirees who haven’t enlisted the help of financial professionals1 don’t feel prepared for retirement. This concerning statistic was revealed in MLC’s Australia today report. Of the remainder, only 9% feel ‘prepared’ for retirement and only 14% consider themselves ‘somewhat prepared’ for retirement. Retirement is then, this is now For many Australians retirement seems Read more about FINANCIAL ADVICE BOOSTS CONFIDENCE IN RETIREMENT[…]

How many of these domestic bucket-list places have you seen? With so many desirable holiday spots across the country, prestigious travel magazine Conde Naste named Australia as the ‘Top Destination of 2016’. So if you’re planning a trip, it might be worth swapping your next overseas holiday for an adventure closer to home. These Aussie Read more about BUCKET-LIST PLACES TO SEE[…]

You may be in the enviable of one day entering retirement with your mortgage paid off, adequate superannuation savings and no debts left to pay off. However, the combination of high house prices, low interest rates and low inflation are making it more challenging to retire debt free with none or little of your super Read more about GREY DEBT AND THE ‘BANK OF MUM AND DAD’[…]

What the super reforms could mean for you On 1 July 2017, a range of super reforms take effect which are either positive or neutral for most Australians. The enclosed booklet will help you understand what the reforms could mean for you. The following booklet also outlines some opportunities that may be available before and Read more about RECENT SUPER REFORMS AT A GLANCE[…]

You may be in the enviable of one day entering retirement with your mortgage paid off, adequate superannuation savings and no debts left to pay off. However, the combination of high house prices, low interest rates and low inflation are making it more challenging to retire debt free with none or little of your super Read more about GREY DEBT AND THE BANK OF MUM AND DAD[…]