Retirement Consulting

Because being well organised in your financial affairs is liberating.

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FROM OUR BLOG

LATEST ARTICLES

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What are interest rates telling us?

In the world of finance, the relationship between the Official Cash Rate and bond yields typically follows a predictable pattern: when the RBA or the…

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The year that was - and what's ahead?

It was a great financial year for markets. Although things looked a bit shaky in September and October 2023 it was in early November that…

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End of financial year checklist - June 2024

Another financial year is drawing to a close. Have you done your best financially? Now is the time to go through our check list and…

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Market Chatter Q1 2024

Our first chart in this update shows the 12 month returns for some of the major markets that investors generally have exposure to. (we use…

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Carry Forward Concessional Super Contribution- Use it or lose it!

Way back in 2016 the government introduced a provision in their Superannuation Reform Package that allowed tax payers to carry forward any unused concessional super…

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Can I get an Australian Age Pension overseas?

The answer is simple, Yes and No. Without being too obtuse, you cannot apply for and be granted an Australian Age Pension if you are…

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Making sense of Aged Care Fees and the Assets test

Updated 07 January 2024 Einstein is attributed with the phrase, ‘everything should be made as simple as possible, but not simpler’. When it comes to…

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This could be either the opportunity of a lifetime, or maybe the bear market in Bonds has further to run before that opportunity can be realised. Let’s dive in so that we can understand the risk/reward, and also make sense of the key terminologies of the bond market.

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How much do I need to retire!

How often have you walked along a beach like this one, and found yourself asking that question? Unfortunately, there is no single magical number that…

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If we knew the future, would we be better investors?

One thing that has intrigued me over the years is how we (humans) make judgements on what is a good investment given how we see…

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Exchange Traded Funds – Understanding the Choices

Exchange Traded Funds, or ETF’s are a convenient way to buy diversified portfolio of assets with one single trade. Although some of the gushing commentary…

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Exchange Traded Funds - what's in the tin?

In Australia, Exchange Traded Funds (ETF’s) crossed the threshold into a $100 billion pool of investments during the first quarter of 2021. The milestone was…

ABOUT US

Meet OUR Retirement Consulting team

Our team of two is well backed by technology and wider network of lawyers, accountants, and SMSF Administrators

Mark Beveridge

FINANCIAL ADVISER

Since 1989 Mark has been advising and investing for discerning clients. He is an accredited SMSF Specialist; and a registered Tax (Financial) Adviser.

Mark has been widely recognized by his peers, presenting to the FPA and quoted by the AFR and finance industry journals on both investment topics and financial planning issues.

Tracey Beveridge

EXECUTIVE ASSISTANT

Tracey has incredible passion for making our clients feel special.
We all know that the support team can make or break a business, and Tracey has a strong commitment to keeping promises and meeting deadlines.

Whether it’s meetings, documents, calendar, or just helping you with what to do next, Tracey makes sure things run smoothly.

direct contact

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Let us know how we can help you

Hours: Mon – Fri, 8:00-17:00

Mark Beveridge
Tel: 0412 751 408