Insights

Latest News

How to construct an effective portfolio

 

Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant.

 

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Your super fund, your choice

 

Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.

 

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How SMSF trustees navigated COVID-19 volatility

Last week, Vanguard and Investment Trends launched the 2020 SMSF Investor Report. This year's report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook, providing an insight into how trustees navigated through COVID-19 volatility.

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COVID-19 resources -Update July 2020

Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic.  If you have any questions, or require further assistance, please send us an email or phone.

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JobKeeper Phase 2

The Government has decided to extend a lower JobKeeper for a further six months (13 fortnights) from 28 September this year, with eligibility based on actual rather than projected turnover declines.

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The Bond Market

2020, a year that will be marked in history by a pandemic that had devastating effects on global health and economic activity to individuals and nations across the world.

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‘But how will we pay for this?’

It’s a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.

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Extra Tools & Resources for our clients

Over time we have supplied our clients with a growing collection of tools and resources to help in areas such as COVID-19 relief updates, articles on tax changes and updates, articles to help understand economic changes, calculators for all financial needs, and videos to help you and your family learn more about financial matters.  We hope you enjoy these 'extras' and if you have any question then simply ask.

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Ways to outsmart your cognitive biases

As markets continue to be wax and wane due to ongoing coronavirus fears and subdued employment and economic recovery numbers, it seems timely to remind ourselves of the types of behavioural and emotional biases that could lead to potentially risky investment behaviour, and how you can avoid them.

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COVID-19 cuts risk pension pain

The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions would be temporarily halved in both the 2019-20 and 2020-21 financial years.

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Financial Videos

A range of informative and easy to watch videos on topics important to you gaining a better understanding of your financial future.

What Can A Financial Adviser Do For You

Reducing Your Capital Gains Tax Liability

Why You Need Life Insurance

Home and Contents Insurance

Cyber Liability

Debt Recycling

Love and Money

Teaching Kids About Money

General Calculators

Please enjoy the links to these free tools supplied by MoneySmart – a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

Managing My Money

Superannuation

Investing

Borrowing and Credit

Retirement

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.