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Archive for category: Strategic Financial Advice
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Economic Update - November 2017
Market and Economic Overview for November 2017.
... read moreUnderstanding how SMSF contributions work
Contributions can play an essential role in a self-managed superannuation fund (SMSF). Your SMSF contributions can be made in two ways – either by cash or an asset (known in the trade as ‘in specie’ contribution).
... read moreBoost your retirement income with salary sacrifice
By contributing into your super, you can reduce the amount of tax you pay while adding to your future retirement income.
... read moreThe power of investing in yourself
What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re ready to meet the future as your very best self.
... read moreInvestment bonds – an alternative to super
A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can put into super. This includes new limits on concessional (or before tax) and non-concessional (or after tax) contributions.
... read moreWho’ll inherit your family heirlooms, if not your kids?
If you’re a baby boomer, you may be considering passing down some of your treasured possessions to your children or grandchildren—especially if downsizing your home is on the horizon. If you’ve already made the assumption that they’ll be willing recipients, you could be in for a surprise.
... read moreFunding retirement income in a low interest rate environment
While a traditional bank deposit is generally regarded as one of the safest forms of investment, it also currently offers amongst the lowest returns. For those relying on bank deposits to fund their retirement income, the current record low interest rate environment offers little reward.
... read moreEconomic Update - August 2017
Read the latest monthly market update – covering economic and investment market issues from around the world, as well as locally.
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