Blog Archives

Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

Posted in Advisers, Australian Economy, Budget, Finances, Retirement, Superannuation Tagged with: , , , , , , ,

What the US Interest Rate Rise Means for you

Well, after much speculation and talk, it’s finally happened, the US have raised interest rates. Here’s a few fast facts for you:  The US Federal Reserve (Fed) lifted the funds rate at its December meeting by 25 basis points

Posted in Economy, Interest Rates, US Economy Tagged with: , , , , ,

Money & Mindset

The foundation of how and what we think about money often comes from the environment we were raised in, and our parents own views. We need to be very mindful of what exactly they taught us about money and how

Posted in Debt Management, Finances, Money Tagged with: , , , ,

Choppy Markets affecting you?

As you’ve probably noticed, markets have been a little choppy of late!  You may be wondering what it’s all about.  Hopefully, this will give you a basic insight into what’s been going on! The primary influences for the recent market

Posted in Asia, Australian Economy, China, China Economy, Economy, US Economy Tagged with: , , , , , , , ,

Market Correction Time Again?

  Big thanks to Ord Minnett for the following short but sweet look at the current correction going on in Markets: Stock markets have continued to trade down while bond prices have lifted following heightened fears of a growth slowdown

Posted in Asia, China, China Economy, Economy Tagged with: , , , , ,

China Moves to Halt Sharemarket Rout

Well, with all eyes on the dramas in Greece, for some it’s overshadowed the more worrying concerns coming out of China. And if you feel Greece is Europe’s problem, you’re probably not alone – but China is a lot closer

Posted in Asia, Australian Economy, China, Economy, Investments Tagged with: , , , , , , ,

What does the Greek Crisis mean for Investors?

What has happened? It’s déjà vu for investors as the birthplace of Western civilization, Greece, once again teeters on the edge of economic collapse. It marks the latest in an ongoing series of crises for the country after major debt

Posted in Debt Management, Economy, Europe, Greece, Money Tagged with: , , , , , , , , , , , , ,

2015 is off to an interesting start…

2015 Has started on an interesting financial footing, the dollar is weaker trading at just under 80 cents to the US dollar, oil and subsequently fuel prices are down.  I haven’t seen fuel at this level for a couple of

Posted in Australian Economy, Business, China, Economy, Finances, Interest Rates Tagged with: , , , , , , , , , ,

SMSF and Borrowing

Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,

Posted in Advisers, Australian Economy, Debt Management, Economy, Finances, Insurance & Protection, Investments, Self Managed Superannuation Funds Tagged with: , , , , , , , , , , ,

Is a Self-Managed Super Fund right for you?

So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?

Posted in Advisers, Australian Economy, Economy, Finances, General, Insurance & Protection, Investments, Money, Self Managed Superannuation Funds, Superannuation, Taxation, Term Deposit Tagged with: , , , , , , , , , , , , ,