All I want for Christmas..… Is to survive it debt free!

With the holiday season fast approaching, it’s tempting to throw out the year’s planning to engage in some fun consumption. But getting into the spirit doesn’t mean you have to go into debt. Follow these tips to start 2017 debt free. Set a cash flow plan First take some time out to review your ...

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Further Superannuation Legislation Update November 2016

On Wednesday 9 November 2016 the Government introduced its superannuation legislation which makes changes to the superannuation laws it originally announced in the 2016 Federal Budget. Most of these changes will apply from 1 July 2017 so it might be sensible to for you to start thinking about ...

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Update to Super Changes 2016

On 27 September 2016 the Government released another round of draft legislation implementing a number of the changes to superannuation it announced in the 2016 Federal Budget. Many of these changes will apply from 1 July 2017.

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Brexit – Breaking up is hard to do!

As we have all been digesting the news from Friday about the British Exit from the European Union, we have put together the following post with regards to the themes currently.  As we often say to clients remember to stick to your overall strategy and play your game rather than react to short ...

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Federal Budget 2016

Personally I had been enjoying the lead up commentary around the Federal Budget as Scott (Morrison) and Malcolm (Turnbull) have been preparing us for ‘not just another budget’ but an ‘economic plan’.  Being Sco-Mo’s first Budget as Treasurer and one which is a pre ...

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Current Market Volatility

Happy New Year and I hope this email finds you well.  With market volatility back in the news headlines over the last week we have prepared the attached update for clients based on the research notes and commentary we have been receiving, to provide some perspective to the current volatility ...

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It’s beginning to look a lot like Christmas!

The silly season is upon us again. It is the time of year where people feel pressure to spend money on their family and friends.  Here are our tips to surviving the festive season without a debt hangover in the new year! Get Creative with Present Ideas

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Current Global Market Volatility

The past few weeks have seen increased volatility and sell offs across the share markets both here in Australia and Globally which often is a testing time for investors as we hear the news headlines and the ‘billions of dollars’ in value which is lost.  For our self funded retiree ...

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Should you be worried about Greece?

By now you would have heard in the media the unfolding situation in Greece and may be asking yourself this question. It surely isn’t the best way to end a financial year however the focus on Greece is not something new and has been going on since 2009 when the European Debt Crisis ...

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Federal Budget Update 2015

Last night Federal Treasurer Joe Hockey presented his second Federal Budget.  I am personally glad the messaging of this years budget has changed from one of ‘budget emergencies’ however the impact on the economy with the focus on ‘fairness, small business and families’ ...

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