January 14, 2016

Make sure your estate ends up in the right hands

None of us like to contemplate our own mortality but unfortunately the adage about death and taxes being life’s two certainties is absolutely spot on and […]
January 14, 2016

Changes to the age pension rules – will you be affected?

Increase in the assets test threshold The assets test threshold is the amount of assets pensioners can hold before their pension starts to reduce under the […]
January 14, 2016

Why franking credits are important for retirees

What is a franking credit? When an Australian-listed company posts a profit, it is standard practice to redistribute those profits to its shareholders in the form […]
September 14, 2015

Insurance through super – with choice comes complexity

Recent changes to superannuation legislation present exciting opportunities when it comes to ways of funding life insurance. With choice, however, comes complexity and the challenge is […]
September 14, 2015

Trauma fills the gaps

Heart disease and stroke continue to be the two most common causes of death5 in Australia for people over the age of 45 and accounted for over […]
September 14, 2015

Why China’s Property Market Matters

Background to China’s property bubble In 2007, China was constructing around 1.5 billion square metres of gross residential floor space per year (or approximately 15 million […]
September 14, 2015

Five steps to consider before entering an aged care home

1. Get your eligibility assessed Before you can enter an aged care facility and receive Government support, your health situation must be assessed by the Aged […]
September 14, 2015

Is an SMSF right for you?

The Advantages SMSFs can offer a number of features and benefits generally not available with other super options. More investment control You can establish your own […]
September 14, 2015

Protect Your Earnings and Reap the Tax Benefits

Being unable to work due to sickness or injury is a very real and frightening circumstance. Six in ten Australians will be disabled for more than […]
April 16, 2015

Demystifying Long-Short Funds

The benefits of a combined long/short fund: increasing the opportunity for alpha Alpha is the output of a fund manager’s stock picking skills. It’s the ability […]