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.
Categories for Superannuation
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
Written By Ivan Fletcher – Senior Adviser As we approach the end of the tax year it’s time to start... View Article
Written by Aaron Alston – Financial Adviser According to the Association of Superannuation Funds of Australia (AFSA) the retirement guidelines... View Article
In it’s simplicity, this rule which was legislated to be operational from 1 July 2018 allows retirees (above age 65)... View Article