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

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.

Tuesday, December 04, 2012

Buried deep in the Government's Mid-Year Budget and Fiscal Outlook papers there is an announcement that will bring a major smile to the faces of SMSF trustees. Until now, in the absence of an eligible reversionary pension beneficiary, pensions ceased on the death of the member. The subsequent sale of Fund assets to pay out the requisite lump sum benefit then occurred in the accumulation stage resulting in a net 10% capital gains tax bill based on the original purchase price of the asset. Some Funds in the past have suffered substantial tax much to the chagrin of the lump sum beneficiaries.

Tuesday, December 04, 2012

With the recent change to China’s leadership the following article entitled “China’s Growing Pains” gives an excellent overview to help understand what its position currently is.

Tuesday, December 04, 2012

Jerry Miccolis, co-author of “Asset Allocation For Dummies” and chief investment officer at the wealth advisory company Brinton Eaton in New Jersey, has shared his list of 10 mistakes investors should avoid. According to Mr Miccolis these are: