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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
If life is what happens when you’re making other plans, retirement is no exception. If you are in a position to put your plans for retirement into action – health, wealth and happiness are all up there as things to think about.
Read MoreAustralians love to travel and explore the world — but when it comes to investing, we often stay close to home.
Read MoreAs we grow older, many of us find ourselves reflecting on the care and support we received in our early years – and for some, this brings a natural desire to offer that same care in return.
Read MoreReceiving an inheritance brings greater responsibility than receiving any other form of financial windfall.
Read MoreIt’s never too soon, or too late, to plan for life after work. When you’re in your 20s, 30s, or even 40s, retirement may seem like a lifetime away. But is it ever too early to start preparing yourself for a future of financial confidence? Definitely not.
Read MoreIf you’re aged 60 or over, there’s a way you can access some of your super even if you’re still working. By starting what’s known as a ‘transition to retirement’ (TTR) pension, you can receive a tax-free income to help you ease into retirement. Or, if you plan to keep working full-time, you could use the income to boost your super, reduce debt and more.
Read MoreThe proposed new superannuation tax on balances above $3.0m represents a major change in the way taxation works in this country. For the first time “unrealised capital gains” will be taxed, which has understandably created significant controversy in superannuation and taxation circles, not to mention amongst investors. However, the discussion of this new Div 296 tax is largely characterised by misinformation and misunderstanding. It also still has some way to go before becoming law. Accordingly, we attach the answers to some Frequently Asked Questions, as well as a calculator.
Read MoreIn my view the upending of the global trade system occasioned by the Trump Administration’s tariff agenda will more likely than not see a global recession by year-end.
Read MoreIf it feels like a hectic year for emerging markets investors, you’d be right.
Read MoreIf you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super.
Read MoreSetting a good example and some tips can help.
Read MoreFrom 20 September 2024, the Commonwealth Seniors Health Care Card (CSHC) income test thresholds increased in line with the Consumer Price index.
Read MoreThe recent US election raises questions about the implications for the economy and financial markets as well as equity market volatility and risk.
Read MorePendal’s Amy Xie Patrick busts a few modern investing myths
Read MoreTrusts are a common strategy and this article aims to assist with your understanding of how a trust works, the role and obligations of a trustee, the accounting and income tax implications and some of the advantages and pitfalls.
Read MoreThe First Home Super Saver (FHSS) scheme is available to you if you are over 18 and have never owned an Australian property before.
Read MoreInvesting in active funds can be a powerful strategy for building wealth over time. In this context, active funds are managed by professional portfolio managers who aim to outperform the market or a benchmark.
Read MoreReceiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional path, and one you should tread carefully.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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