Blog posts

Did you know... that 56 is the new 55?

25 Jun 2015

The preservation age is changing. Once you reach your preservation age, and permanently retire from the workforce, you can access your superannuation.

The gift of giving - charitable foundations

24 Jun 2015

Australians are known for their generous spirit of giving. In 2012-13, Australians donated approximately $4 billion1 to charity, and an increasing number of Australians are creating long-term giving structures.

Challenge of change - the 2015 Intergenerational Report

24 Jun 2015

In early March this year, the Treasurer released the Intergenerational Report (IGR). Every five years, the IGR provides a snapshot analysis of how Australia is tracking now and how it will be in 40 years' time. The IGR is important to the Government's policy agenda because it provides the evidential basis for reform.

Lower interest rates may be good for some, but...

24 Jun 2015

Since the global financial crisis, central banks across the globe have kept interest rates at historically low levels in an attempt to stimulate economic growth.

Federal Budget 2015/16: General concessions for small business

24 Jun 2015

The 2015/16 Budget has introduced a number of generous concessions for small businesses, with tax relief being the single most significant business benefit item in this Budget. The specific concessions relevant to each business category are discussed.

The new revolution

24 Jun 2015

Life doesn't get better by chance– it gets better by change. We are living through a new economic revolution. The first revolution occurred in the Middle East about 12,000 years ago, after the last Ice Age, and it gave us farming.

Financial Zen in everyday life

12 Jun 2015

Financial planning is more than just picking some good investments (although, I concede this is fun). The real essence of financial planning is to achieve all of the things that are important to you.

The inheritance problem

06 Jun 2015

At some stage during our lives almost all of us will receive an inheritance of some sort. For the lucky ones it will be substantial and life changing. For others it may be a small item of sentimental value.

Want your own personal concierge?

31 May 2015

You might not know it, but if you have a platinum credit card, you probably already have one!

Banking sector - Why the recent underperformance?

29 May 2015

​The Australian banking sector has come under selling pressure recently, recording its sharpest retracement versus the S&P/ASX 200 Index since the global financial crisis. The weakness comes after the release of half year results from all the major banks except the Commonwealth Bank, which provided a third quarter trading update.

Dividend reinvestment plans: Should you participate?

29 May 2015

Dividend reinvestment plans (DRPs) allow shareholders to reinvest the money they would ordinarily receive as dividends into additional company shares.

Superannuation - don't let past mistakes influence current policy

25 May 2015

As the saying goes, there are a few realities in life: death and taxes. Well it's fair to say that we can add another to that list: rule changes on superannuation.