Blog posts

A story about the importance of insurance

26 Sep 2020

A story about the importance of insurance

If you are like most Australians, insurance is one of those things which can be put off for another day. But another day might be one too late – the story of Patty outlines how important it is to have the right insurance.

How to reduce Capital Gains Tax on selling your small business

26 Sep 2020

How to reduce Capital Gains Tax on selling your small business

There are significant small business Capital Gains Tax (CGT) concessions on selling a small business that can help you eliminate or substantially reduce tax upon the disposal of business assets.

Planning for retirement as a business owner

26 Sep 2020

Planning for retirement as a business owner

As a small business owner it is important to have a retirement plan in place well before deciding to retire. This is because, in most cases, your major asset is your business. Planning ahead will ensure you have sufficient funds to maintain your lifestyle in retirement.

Investment market review - Quarter-ended 30 June 2020

24 Sep 2020

Investment market review - Quarter-ended 30 June 2020

The Research Team provides a performance summary and commentary on each of the five main asset classes.

Negative earnings and the impact on super

24 Sep 2020

Negative earnings and the impact on super

The impact of COVID-19 on investment markets means many Australians have lower super balances compared to the start of the year. We investigate the impacts on retirement savings.

The merits of DIY super

24 Sep 2020

The merits of DIY super

Setting up or joining a self-managed super fund (SMSF) allows you to make decisions about your own retirement savings. However, managing an SMSF can be complicated and time-consuming.

Redundancy: a taxing time

24 Sep 2020

Redundancy: a taxing time

In the current economic environment, the prospect of redundancy can become an unexpected reality or an unsettling concern for many.

News from our CEO

24 Sep 2020

News from our CEO

An update from our CEO, Terry Dillon.

The fine art of the ‘staycation’

21 Sep 2020

The fine art of the ‘staycation’

With 2020 travel plans seriously curtailed, it's become increasingly important to find new and interesting activities to do from the comfort of your own home.

News from our CEO

26 Jun 2020

News from our CEO

An update from our CEO, Terry Dillon. Watch his video message.

Investment market review - Quarter-ended 31 March 2020

25 Jun 2020

Investment market review - Quarter-ended 31 March 2020

The Research team provides a performance summary and commentary on each of the five main asset classes.

Striking the right balance with your investment

25 Jun 2020

Striking the right balance with your investment

In this article we look at investment rebalancing, and how a structured and disciplined approach to rebalancing can ensure your portfolio remains appropriate to your circumstances.