Franking credits on the chopping board

What started as an issue few people understood and even fewer cared about has suddenly become a flashpoint for self-funded retirees as we head into a federal election. Yes, we’re talking about cash refunds of franking credits.  Even if you’re not directly affected it’s worth...

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How to keep ahead of the yield curve

US Interest rates have been making headlines in recent months, but do they really matter to Australian investors? The short answer is they do, a lot.  Changes in US interest rate settings have made a big impact on investment returns from bonds and shares over...

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Media curation in the digital age

Let’s be honest, the number of folks who still read their favourite broadsheet over a morning coffee and croissant is dwindling. Most of us these days engage with our financial news on some sort of touchscreen device, with the content often suggested to us by...

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Economic Update video – February 2019

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. After slumping in December, global sharemarkets began recovering, with gains extending over the...

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Let’s talk super contributions and tax deductions

Prior to 1 July 2017 Salary Sacrifice contributions was one that involved lengthy discussions with your Financial Advisor and Employer to ensure the money saving scheme was actually saving you money. Now, in this new super world, new legislation has made it even easier to...

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