Articles
Our advisers and support team are here to help you, every step of the way.
SMSF owners, hold on to your caps
If you have a Self-Managed Super Fund (SMSF), you should be keeping a close eye on your contributions throughout the financial year – not just at year-end.
There’s always a lot of talk about super contributions towards the end of the financial year. But 30 June doesn’t have exclusive rights on super strategies.
Put your money where your heart is
No longer is it enough to simply make money, we want to know how that money is being made. In particular, that the money isn’t being made at the expense of people and the environment.
This socially-responsible mindset is changing the way people choose what they buy, which companies they want to work for, and where they invest their money.
What is a fee disclosure statement?
With the new financial year upon us, we thought it would be a great time to update you on the new Fee Disclosure Statements.
Beginning 1 July 2013, all clients who pay a fee for ongoing advice and services will be provided with a Fee Disclosure Statement.
Market update [July 2013]
Financial markets have experienced a solid run in the last six to 12 months, with both higher (i.e. equities) and lower (i.e. fixed income) risk investments all performing relatively well.
What can your adviser do for you?
Financial planning is all about making it easier for you to be who you want to be and live the lifestyle you aspire to.
Insurance facts you should know
Insurance is much more than just protecting the family home and car. Here are some insurance facts you should know.
Paying the mortgage
You’ve been paying the mortgage for a while now. It’s reducing steadily. So what now? Your number one commitment may still be to reduce your mortgage as quickly as possible. However, during this time there are other things you can do to secure your financial future.
Know what you're leaving behind
We all like to think we’ll leave a lasting legacy — but good planning is key. If you’re not sure what would happen to your assets if you passed away, it might be time to formalise your estate plan.
What women want
Worldwide, women are increasingly making the key financial decisions — yet research shows they are often held back by a lack of confidence in their investment knowledge. Can financial advice help bridge the gap?
Beat the clock at tax time
Every year around this time, a window of opportunity opens to help maximise your end of financial year tax strategies. And if you leave it too late, the chance to improve your financial position could go begging.
Market update [March 2013]
The equity market rally at the back-end of 2012 has continued into 2013 with ‘risk’ seemingly now well and truly back in vogue with global equity markets continuing to move higher.
Blame it on the brain
When it comes to making investment decisions, research shows we are our own worst enemies, with our brains better hardwired for stone-age survival than complex economic decisions in the modern world.
Building trust
Investors are reaping the benefits of developments across the financial planning landscape.
Major changes to the way financial advice is provided are leading to a growing professionalism in financial planning.
The importance of having a valid will
If you are one of the many Australians who does not have a current will, your family could be left financially vulnerable if you were to die unexpectedly. Having a valid will is important for everyone, but it becomes particularly essential in the event that you have dependents or a family.
Get your estate planning sorted
Managing all the information and multiple documents relating to your life and family estate is complex and confusing for anyone not directly involved every day.