Lerning Centre
An Update on Super Changes
Did you know that the Government recently announced some further super changes to the proposed rules that were announced on Budget night? The ‘proposed’ $500K lifetime cap that was previously announced and included all past personal contributions back to 1st July, 2007 has been shelved, and the current rules will apply until 1 July, 2017. After that, the limits will be replaced with a $100,000 p.a. cap. This has now opened up an opportunity for anyone wanting to make further personal contributions into their superannuation account or undertake a re-contribution strategy. However, the deadline before the super changes come in... Read More
Building a Legacy for Future Generations – Part1
Sustaining Wealth Global research tells us that wealthy families would prefer to pass nearly two-thirds of their wealth to their children, grandchildren and others. But while they may have the desire to build their legacy by passing on their wealth, many families grapple with a fundamental question: Can... Read More
Telstra Share Buyback
So – you’ve just received your letter about the Telstra Off Market Buyback. Here’s what you need to know. In case you need a refresher – an off market buyback means that Telstra is offering to buy your shares from you without going through the open market. In this case... Read More
Retirement Risks and YOU
What are the biggest financial risks to your Retirement? Retirement – you have longed for it you have your retirement plan in place. You are looking forward to the day that you no longer need to set the alarm clock. The day will be yours to do with as you... Read More
Estate Planning – Keeping the Children Happy
Estate planning can be quite a complex area particularly in modern life where you have an increasingly diverse range of family circumstances, such as “blended families” and where you have assets owned through other entities. If you have children, the most common and simplistic approach taken in estate planning... Read More
Is it ever too early to talk to a financial planner?
What do most young people worry about? University, travelling, drinking and parties? What most young people don’t think enough about is long term financial planning and being financially responsible. A survey by the National Financial Educators Council found that 51% of respondents between 18 and 24 believed money management would... Read More
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