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Written by Melissa Grimshaw – Associate Adviser It is a question you ask a range of people and you are surely to get a range of answers, with the theme often being “something to do with Investing and Superannuation”.
Written by Kris Wrenn – Senior Adviser A few weeks ago as part of new legislation known as Your Super, Your Future, APRA released the results from the MySuper Product Performance Test.
Written by Ivan Fletcher – Senior Adviser Another new financial year has commenced and with it come a few minor adjustments to the contribution rules. Some changes are obvious and some are more subtle.
Written by Written by Aaron Alston - Financial Adviser Asset allocation in simple terms is the process of balancing risk and return in a portfolio by investing across different asset classes. The major asset classes include shares (Australian, US, International), property & infrastructure, bonds/fixed interest & cash.
Written by Kris Wrenn - Senior Adviser Each year performance comparisons are released for Super funds and the spotlight tends to be on industry funds. Recently my fellow adviser Michal Park released a “2 minute Tuesday” regarding industry Super funds and how they may not be representing themselves accurately and I definitely endure the same frustrations…
Written by Ivan Fltecher - Senior Adviser If you were age 66 as of 1 July 2020 (ie age 67 by 1 July 2021), then this announcement has come a little too late as retrospectively you qualify under the extended legislation
Written by Hudson Adviser Ivan Fletcher Under relatively new legislation - Clients with a total superannuation balance below $500,000 can carry forward any unused concessional cap amounts for up to five financial years.
Written by Aaron Alston – Financial Adviser Many people are living blissfully unaware that their superannuation death benefit may not be valid when they pass away. It is very important to review your nominations to ensure they are up to date.
Written by Ivan Fletcher – Senior Financial Adviser There are a few extra considerations in your tax planning this year... View Article
Written by Kris Wrenn – Senior Adviser It looks as though the Superannuation Guarantee (SG) is finally going to go... View Article