Meet Frank Hall Frank Hall recently joined our team in a financial adviser support role, with the view to becoming a financial adviser. Frank has over 20 years’ experience as a Certified Practicing Accountant, and a background in superannuation having…
Salary sacrificing (also known as salary packaging or total remuneration packaging.) is when you organise your salary with your employer to include benefits and income. This strategy can be an effective benefit that allows you to enjoy your money before…
Thinking ahead to the year 2030 might evoke feelings of a science fiction movie, however Capital Group have released a report called ‘The World in 2030: 10 predictions for long-term investors’ that explains taking a future thinking approach to investing…
A compensation payout usually involves a large, lump sum payment that is made once to someone, to cover personal long term injury or loss. Finding yourself in the situation where you have been paid out a large amount of money…
Evaluate how much super you may need in retirement to live well, and estimate how much you will end up with. If you are wondering when you will need to start planning for your future, no matter what your life…
Thinking about your transition to retirement? If you have reached your preservation age and still working, chances are you may have found yourself wondering what the next step for you should be, considering your long-term financial goals. While you may…
2021/22 Federal Budget - Bigger and Better Superannuation During the 2021/22 Federal Budget announcement Treasurer Josh Frydenberg stated, “Australia is back!”. The Budget proposes positive changes to superannuation, an extension of the low- and middle-income tax offsets and a boost…
As you kick your fresh financial strategy into gear this year, it is important to be aware that updates have been made to superannuation that may affect you. Included in this financial year’s federal budget were some important superannuation changes…
The end of financial year will soon be upon us. But once you get past all the build-up and hype over sales and bargains, there are a few key things you could be doing to get more bang for your…
Having a financial plan in action is one of the most important things you can do in life. It gives your finances direction and gets you closer to your goals. What is equally important is reviewing and revising your plan regularly. https://youtu.be/6uCBQoc4RL4…