fbpx

Wealth

Category: Superannuation

09Oct 2018

Financial Health Checklist

If you pay over 4% interest on your home loan, don’t have a Will or don’t know how your super is invested, it’s time for a financial review. An annual review of your financial situation is an important part of...

Read More

26Sep 2018

Downsizer contributions to Superannuation

As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new and useful strategy benefits those looking to contribute excess sale...

Read More

14Sep 2018

Planning superannuation for a Labor Government

Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager – Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, it’s time to start looking at...

Read More