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Diego
Director, Senior Accountant, Mortgage Broker and Financial Planner
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Teresa
Office Manager
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Sonia
Self Managed Superfund Specialist
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Shahn
Wealth Management Assistant
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Sophia
Wealth Management Assistant
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Chantel
Accounting Clerk
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Jane
Accounting Clerk
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Madi
Receptionist
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Understand Superannuation Trends and Make Better Choices
Despite efforts to encourage retirees to use income stream products, many are still opting for lump sum payments when accessing their super. In fact, there's been an increase in lump sum withdrawals recently. Are you making the most of your retirement savings? In this article, we discuss why this matters to you and what you can do about it.
How Global Rate Cuts Affect Our Term Deposits
Australia's major banks have recently decided to lower their term deposit interest rates. This change comes at the same time as US Federal Reserve Chair Jerome Powell announced that the US is likely to cut interest rates soon. This development has important implications for both the Australian and global financial markets, presenting opportunities for investors to seek alternative investments that may offer better returns.
Patience is a Powerful Strategy
Charlie Munger once said “The big money is not in the buying and selling, but in the waiting”; it’s a powerful reminder that patience is a cornerstone of successful investing. So, how do we cultivate that elusive quality of patience in our financial journeys?
Understanding The New $3 Million Super Tax and How It Affects Your Wealth
With significant changes to superannuation tax laws on the horizon, it is essential for high-net-worth individuals to understand the potential impact on their wealth. The looming increase in tax rates on superannuation balances exceeding $3 million has generated substantial debate. As the implementation date draws near, taking a thoughtful and informed approach is vital. However, note that this measure is not yet law.