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Investments

Why investing for retirement is different

When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living costs.

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 Why investing for retirement is different

Investment Market Outlook: Volatility Rises, Value Emerges

With war in Eastern Europe, inflation surging and Covid lockdowns inhibiting industrial production in parts of China, investment markets faced a rising tide of volatility over the past quarter.

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Investment Market Outlook: Volatility Rises, Value Emerges

The ATO examines property investors as deduction issues increase

The ATO has issued a warning to property investors this tax time following rental income and deduction errors found in over 70 per cent of tax returns audited last financial year

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The ATO examines property investors as deduction issues increase
( Posted in: Investment Property )

Utilising Redraw For Your Investment Property

My client, let’s call her Rachel, is planning on moving into this property for one to two years and renovating it during that time, before moving on to her next property and renting this one out.  There are many things to think about when getting a mortgage but I am only going to look at the potential tax effects of different loan structures.

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Utilising Redraw For Your Investment Property
( Posted in: Investment Property )

Offset VS Redraw For Property Investors

It's a tricky decision for many, so our property expert has given some advice on what will be best for you. 

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Offset VS Redraw For Property Investors
( Posted in: Investment Property )

Investment 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.

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Investment bonds – an alternative to super

Investing for retirement pays off

More than half of Australians with investment properties or shares are proactively preparing for retirement, according to MLC’s Australia today report[1].

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Investing for retirement pays off

Six investments & ideas to beat the banks!

The Reserve Bank is joining the global race to record low interest rates, current cash rate is 1.50%. However rates are currently 0.5% in the US and negative interest rates in Japan! These are strange investing times, and our clients are continually seeking a better return on their investment funds.

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Six investments & ideas to beat the banks!