Latest News

We all get bombarded with information from every source possible and frankly, it's too much. Even if you haven't already flicked it into spam you probably don't have time to read it. We call it Information Overload. So, on this page we've selected big picture news items we think are relevant and of interest to our clients.

Tuesday, October 15, 2013

Getting into the habit of reviewing your financial requirement at the beginning of a new financial year makes sense. This will help to maximise investment returns and financial situations rather than reacting to minimising tax when time is running out. Here are some points to consider for the new financial year to help you along.

Tuesday, October 15, 2013

The case for broadening the range of investments held to include stocks listed offshore is compelling and prompts action.

Tuesday, October 15, 2013

Superannuation is about Planning ahead...........If you do it well you will be better able to achieve your financial goals. These may include being self sufficient financially by a certain age so you can retire, ensuring your family is well cared for financially, managing your tax position, etc.

Tuesday, October 15, 2013

Lifecycle theory is one of the more exciting and applicable research fields in financial academia, yet it receives little discussion in Australia’s superannuation industry. This is unfortunate as the findings have the potential to improve outcomes for Australian households. The insights from Lifecycle theory are full of common sense and are valuable to managers of superannuation funds, financial planners, individuals managing their own money and the financial services industry at large. In this article, I will introduce the background and framework of Lifecycle theory. In subsequent articles, I will return to this framework to discuss specific issues.

Tuesday, August 06, 2013

Statement by Glenn Stevens, Governor: Monetary Policy Decision

Wednesday, May 15, 2013

The 2013/14 Federal Budget will be not be the most memorable. However, there are $43 billion worth of savings to drive the Budget into surplus by 2016/17.

Tuesday, May 07, 2013

Statement by Glenn Stevens, Governor: Monetary Policy Decision

Tuesday, May 07, 2013

With the end of the financial year looming, now is a good time to be thinking about your end of year superannuation strategies. It may also help you to avoid some common traps and tax penalties.

Tuesday, December 04, 2012

The RBA today announced another interest rate cut to a 3 ½ year low of three percent (3%) as a buffer against weak commodities and a slowing economy. Some economists are expecting this to be the last cut in the current economic cycle.

Tuesday, December 04, 2012

One of the quickest ways to improve business efficiency is through utilising technology.