Wealth Insights

13 Dec Franking credit policy to dent retirement savings by 15 per cent

Posted at 10:00h in General Insights, Retirement by admin 0 Comments

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Data analysis based on a 20-year time frame indicates that Labor’s franking credit proposal could reduce retirement savings by 15 per cent for SMSFs with an average balance.

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12 Dec How to manage volatility in a low return world

Posted at 10:30h in Investment by admin 0 Comments

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Responding to changing market conditions while keeping abreast of a strategy is a delicate balance. However, it’s an important skill to develop if you wish to successfully invest using a dynamic asset allocation approach. In this article, we discuss how market volatility is different to...

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11 Dec How much we will spend this Christmas!

Posted at 14:32h in Budgeting, General Insights by zac 0 Comments

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Aussies are expected to spend big this Christmas, with the NSW and ACT as the biggest splurgers.  The Commonwealth Bank’s Christmas Consumer Spending Survey has found that Australians will spend a hefty $10.7 billion this Christmas period.  NSW and the ACT will be forking out the big...

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11 Dec Is your insurance overdue?

Posted at 13:15h in Insurance by admin 0 Comments

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If your policy lapses, you may face more challenges than being unable to claim when you need to. If you let your insurance lapse, you may be in for a surprise down the track. Because letting your cover lapse can mean more than no longer having...

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10 Dec Super investment options – What’s right for you?

Posted at 11:00h in Financial Planning, Retirement, Superannuation & SMSF by admin 0 Comments

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Choosing the right super investment options at the right time could make a difference to how much money you have when you retire. When it comes to your superannuation, the investment options you choose today and in future may impact how much money you retire with. If...

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09 Dec When to charge your kids board

Posted at 12:15h in Financial Planning, Lifestyle by admin 0 Comments

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I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in...

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08 Dec Lessons from the blue zones: Secrets of a long life

Posted at 13:00h in Lifestyle, Retirement by admin 0 Comments

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The parts of the world where people live longest may hold the key to the fountain of youth. We explore how to live longer and uncover the Blue Zones’ secrets of a long life.   There are five global hotspots where researchers have identified that people live...

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07 Dec How much super should I have at my age?

Posted at 11:00h in Retirement, Superannuation & SMSF by admin 0 Comments

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We look at the average super balances for different age groups in Australia so you can see how your super savings compare. A healthy super balance can be a key ingredient in being able to live the life we want in retirement. But for many people,...

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06 Dec Is it better to buy an investment property or home first?

Posted at 13:30h in Estate Planning, Property by admin 0 Comments

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There's a lot to consider when buying an investment property or home, especially for the first time. Have you been saving for a long time and feel ready to get into the property market? Maybe you’re considering buying a home to live in or investing in...

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05 Dec Bitcoin – Is it really for you?

Posted at 13:00h in Investment, Shares by admin 0 Comments

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If I could sum up the contents of my junk emails over the last 12 months in a single word it would be: Bitcoin. I can’t tell you how many unsolicited invitations I’ve received to start trading bitcoin – you may have experienced the same...

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