The Federal Government is introducing legislation to prevent fee erosion of lost super accounts with balances under $6,000 stating that they are committed to "ensuring that Australians have adequate retirement savings." Assistant Treasurer, Mr Josh Frydenberg has said...
1. Never learning to budget. Every dollar earned does not need to be spent. Have a financial plan and rigorously stick to it. Budgeting also means having a regular saving plan in place. Buying a new car and thinking it’s the most important thing in your...
Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80's and set up as a Life Insurance adviser from the Currumbin area. Finally, he's decided it's time to hang up the boots. Trevor has worked for many years partnering with MLC originally,...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
On 1 July 2014 the cap limits for superannuation contributions were increased, allowing you to contribute more into superannuation before penalties are applied. Concessional contribution caps apply to employers' compulsory super guarantee contributions, voluntary...
So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?
Well, we know that when times get tough, it makes get sense to stick to a budget, and 'tighten one's belt' and that's what the latest Australian Budget is all about. So what are some of the main changes and how will they affect you? Pensions: Looks like we'll...
According to Federal Treasurer Joe Hockey, “the economy is growing at less than normal speed and the time to fix the budget is now.”
So the RBA have dropped the official cash rate down to 3.25% at the October Board meeting. Xmas in October then? Or once again, too little - too late? How does our Resource Story and China fit in with all this? Read the Macquarie Investment Management take on the...
2012 Federal Budget Summary – highlights and what it means for you!
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