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 see if any of our…
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May 26, 2024
Federal Budget update
Jim Chalmers has delivered his first Federal Budget, but with many of the policy details having been pre-announced there were not too many surprises. Please remember the following budget announcement…
October 25, 2022
Past Performance…
Last week saw the release of the APRA performance test for default super funds. The reporting requirement covered the 80 or so funds that are classified as MySuper accounts. These…
September 5, 2021
50% returns – Government Guaranteed – with ongoing compounding!
My long time followers know that I try to under promise and over deliver. However, in this hyped up world of crypto advertising, where Instagram influencers and Tic Toc dancers…
June 2, 2021
Budget 2021 – Need to Know
The 2021 Budget is out now, and there was something for (almost) everyone. We don’t want to take on an explanation of every lolly that was handed out – rather we wanted to give you a quick lowdown on the parts that have most impact on retirement and wealth without the political fluff. Read on for your need to know quick guide.
May 11, 2021