Whilst the number of SMSF’s and Members continue to grow each year little attention is given to ensuring that Members have adequate General and Enduring Powers of Attorney (PoA) in place. Yet having adequate General & Enduring POA’s is vital to ensuring the Member’s affairs are properly managed and that their Fund continues to operate… [Read More]
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Enhancing the Super System from 1st July 2022
Late last year the government introduced legislation titled “Enhancing Superannuation outcomes for Australians and helping Australian Businesses invest” which is expected to come into effect on 1st July 2022. The changes are positive with one of the key aims of the legislation being to increase the flexibility of Superannuation as well as reduce costs. The key… [Read More]
Christmas Message 2021 – Still the lucky country!
We survived the rollercoaster that was 2020 and moved into 2021 with increased optimism that the vaccine rollout would tame the pandemic. In Australia, the arrival of Delta to our shores ensured many months of lockdown pain for NSW and Victoria, and Omicron has meant we end the year with heightened caution once more. Despite the… [Read More]
September Quarter Update – Beware of inflation!
Welcome to the September quarter update as we see looming restrictions on lending to curb house price growth. Overall conditions for markets remain strong and our asset allocations in portfolios are well-positioned for what sho be a strong finish to the year. However, the single biggest issue market will need to come to terms with… [Read More]
Budget 2021 – Spend Spend Spend!
The Federal Treasurer Josh Frydenberg recently handed down the 2021 Budget. To say it was a pre-election big-spending budget is probably an understatement! Conditions for investment remain favourable as we move into a post-COVID recovery. Along with the huge amount of government spending and tax cuts, our interest rates and exchange rate are being kept… [Read More]
Easter Market Update – Every reason to be optimistic!
It’s hard to believe that in the blink of an eye Christmas becomes Easter, and what contrasting times we find ourselves in compared to a year ago! Optimism has been high with aggressive stimulus packages from governments and lower-for-longer monetary policies, rolled out by central banks with money printing and interest rate market interventions. It’s fair to say this has… [Read More]