Capping Superannuation funding

Why is capping superannuation funding in question? Governments around the world are facing debt concerns that threaten their ability to provide welfare, health, education and other services. In this scenario they are looking for ways to reduce their outgoings - and protect their revenue base. In Australia, one method the government is looking to implement to provide such protection is by capping superannuation funding. This will achieve their goal in two [...]

By |2020-08-28T11:52:39+10:00September 19, 2014|Retirement Planning Strategies|0 Comments

Retirement dreams

Bringing retirement dreams to reality Retirement dreams are what motivate many of us to work - particularly for the last several years of working life. To dream is important, but to bring the dream to life, takes planning, focus and effort. This article sets out some of the key questions that will need addressing; and links to related articles with more in-depth coverage of some of the primary issues. Retirement: [...]

By |2021-04-18T12:27:08+10:00November 15, 2013|Retirement Planning Strategies|0 Comments

Lifestyle goals achieved

Lifestyle goals achieved - and the stories from them - shared by you, can be a wealth management inspiration to others. Part of the benefits of being structured in your wealth management, includes lifestyle experiences. In this post, we are seeking input from our readers as to some of the enjoyable travel and other lifestyle experiences (checking off 'the bucket list') that they are willing to share with others. We [...]

By |2020-12-10T15:36:54+10:00September 20, 2013|General|0 Comments

Property asset class – an Aussie favourite

The following article is posted to examine what has made the property asset class so favoured in the Australian investment landscape, what makes a good decision about including property as part of your assets (investment portfolio); and where a prospective property buyer might turn for assistance in making a property acquisition. Is the Property asset class an Investment; or a Lifestyle holding? One of the significant changes coming over the next decade [...]

By |2022-06-28T17:47:23+10:00June 14, 2012|Wealth Management|0 Comments

Financial risk management

Financial risk management engages the financial risk manager in deciding whether to accept the risk, mitigate its effects, or outsource its consequences: here are some thoughts for the risk manager's consideration. If you become ill or suffer an accident that takes you away from earning your usual income at the same rate as you currently enjoy, how long could you maintain your current lifestyle and continue to meet your ongoing [...]

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