Financial Advice - News & Articles

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General

When an SMSF May Be the Wrong Idea

Sources: https://www.finder.com.au/smsf-benefits “Benefits of a self-managed super fund (SMSF)” Finder (24 January 2020) https://www.money...

Jul

Writing with a black pen - Wealth Connexion

Financial Planning

Estate Planning—Is Your Will Still Relevant?

In this article we have not taken into account any particular person’s objectives, financial situation or needs. You should, before acting on this i...

Jul

Superannuation

COVID-19 Early Release Super—Integrity and Compliance

The Australian Taxation Office (ATO) is available to help and assist those who are doing the right thing. They will make it as simple as possible for ...

Jun

Financial Planning

DIY Insurance—Is It Right for You?

Research shows that Australians are underinsured which has led to the proliferation of television advertisements promoting personal insurance cover. A...

Jun

Superannuation

Superannuation—Not a Case of “Set and Forget”

The government regularly reminds us that each Australian must take responsibility for funding their future. Regardless of when you will be able to acc...

Jun

General

Intergenerational Planning—Securing your Grandkids

Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school ...

Jun

General

Sequencing Risk—What Is It?

With the recent falls in domestic and global investment markets we are now starting to hear reports about people who are experiencing large and unexpe...

Jun

Investing

The Foundations of Successful Investing

Establishing an investment portfolio can be likened to building a home. The most destructive, yet unpredictable, weakness to the structure of a home i...

Jun

General

5 Tips to Survive a Decline in Income

Since precautionary measures were heightened to slow the spread of COVID19, almost 1 million Australians have lost their jobs. According to the Austra...