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Financial Advice

Superannuation contribution limits 2023-24

Annual caps for making super contributions are largely unchanged in 2023-24 although the transfer balance cap has …

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Should you set financial goals?

According to the Financial Advice Association of Australia (FAAA), the financial planning process involves the following …

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Downsizer contributions a big opportunity

Downsizer Contributions

Downsizer contributions allow people aged 55 and over to make super contributions of up to $300,000 per person from the …

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Do you need more yield assets when you retire?

The thought of retirement can be unsettling for many people. Giving up the security of your business or employment …

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Does financial advice add up?

Most investors have probably wondered whether it’s worth paying for financial advice. You might believe that no-one has …

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Small business CGT concessions

The capital gains tax concessions available to small business owners are generous but they can be complex. The small …

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Seeking advice on redundancy is critical

As businesses continue to cut costs and close under-performing operations, the number of people being retrenched or …

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Contractor or employee?

Not so long ago, it was common to hear stories about workers quitting their job, forming a company and being hired back …

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Reversionary pensions worth considering

Superannuation funds have special rules for the distribution of benefits after the death of a member. In many cases, …

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Diversification can be expensive

Diversification is like mothers' milk in the financial advice industry. If you had to nominate one portfolio strategy …

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AFSL No. 247124 · Tel (03) 9663 6602 · Melbourne, Victoria