Super Tax Tips EOFY 2022

We are fast approaching the end of the financial year. Want to save some tax and boost your retirement savings? Here are five smart super strategies to consider before the end of the financial year. Add to your super and claim a tax deduction If you are eligible to contribute some of your after-tax income…

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March 2022 Newsletter

Our latest issue is full of exciting news, tips and offers! In this issue, Matthew White reflects on the importance of wills and estate planning. Michael Farmer shares great insights on downsizer superannuation contributions and how they can help secure your financial future. In finance, Chris Sedgmen discusses buying an investment property in 2022. We…

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The Final 2021 Investment Model Portfolio Performance is in! 

2021 was a tale of two halves. It started with a bang as the world economies continued their bounce back after the Covid market slump in 2020. It ended with a hit to Australian miners and the Tech sector as inflation fears arose. But take heart. Due to increased activity, economic growth is on the…

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What To Do When The Share Market Falls

By Michael Farmer CFP What’s happening at the moment? Bad news always makes the headlines. 2022 has started on a sour note as markets worldwide have fallen from their recent highs, which understandably makes investors nervous. Panic sells screen time on TV, while calm markets don’t. There is a range of factors spooking the market…

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December 2021 Newsletter

Our latest issue is full of exciting news, tips and offers! In this issue, Matthew White reflects on the ongoing effects the “open border policy” is having on the South Australian economy and what to expect moving forward. Michael Farmer shares great insights on dividend recycling and how it can pay off your home loan sooner. In…

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October 2021 Newsletter

Our latest issue is full of exciting news, tips and offers! In this issue, Matthew fills you in on a new COVID SME Recover Loan Scheme, the SMSF member increase and the rising inflation rates. Michael shares a great goal setting questionnaire to help you achieve financial freedom faster. In Finance, Chris discusses what you should do before searching…

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