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Posts Tagged ‘wealth’
Market Volatility Update – June 2022
June 16th, 2022As you would have witnessed over the recent period, investment markets have been extremely volatile. We wanted to take the opportunity to provide you with some context and emphasise the importance of reflecting on investment fundamentals during such challenging times. In this regard, we wish to provide several important insights on prevailing macroeconomic conditions andread more
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
WA Property Market Update May 2022
May 20th, 2022In our last WA property market update, we opened by highlighting the difference a month can make – lifted COVID restrictions, open borders, and the announcement of a federal election. Well, it’s safe to say that the passing of another month has brought with it further noteworthy changes. This time, it’s interest rates. On 3read more
A Guide to Refinancing Your Business Loan
April 8th, 2022As we covered in our recent guide to refinancing your home loan, changing circumstances should prompt a review of your loans with a view to getting the best deal you can – and your business loan is no different. Business owners can attest to the importance of maximising cash flow, reducing overheads and boosting theread more
Section 100A – How the ATO’s Crackdown on Family Trusts Might Impact You
March 30th, 2022For years, many Australians, particularly those operating businesses, have used family trust structures as a wealth creation vehicle. The ATO has previously put trust distributions and their tax treatment under the microscope but have now refocused their attention to Section 100A ‘Reimbursement Agreements’. This could significantly impact on the overall tax position of any familyread more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
Bonds – Diversifying your Investment Portfolio
January 28th, 2022Diversity – no matter the size and scale of a portfolio or an investor’s level of experience, diversity in an investment portfolio is often the key to managing risk and long-term success in creating wealth. In the face of a global pandemic, share markets present volatility and uncertainty, not something investors typically look for. Forread more
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