All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
03 April 2019, 7:30 AM
In this "Election" budget the government has played a relatively safe hand. The anticipated personal income tax cuts were handed down as was the small business instant asset write-off extension. Thankfully, changes to superannuation were kept to a minimum.
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By Terri Bradford
14 March 2019, 1:30 PM
Five things to consider when planning for retirement. If you plan well, you can reap the rewards.
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By Terri Bradford
12 February 2019, 2:25 PM
Understand the issues retirees face and how you can minimise the risks
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By Terri Bradford
29 January 2019, 1:03 PM
Diversification is a fundamental principle of wise investment and is a key element of your ability to reduce risk while achieving suitable returns
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By Terri Bradford
15 January 2019, 11:30 AM
The seven questions you should ask yourself
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By Terri Bradford
10 December 2018, 2:07 PM
An individual's Total Superannuation Balance (TSB) is the new measure for valuing an individual's total superannuation interests
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By Terri Bradford
27 November 2018, 10:35 AM
We look at the Seniors Downsizing legislation and the guidelines for superannuation contributions older Australians can make using proceeds from the sale of a family home.
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By Terri Bradford
20 August 2018, 9:05 AM
Examining the advantages and disadvantages of increasing the number of members in your self managed super fund
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By Terri Bradford
10 May 2018, 1:42 PM
I outline what this Budget means from a wealth management perspective
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By Terri Bradford
24 April 2018, 3:20 PM
Do you hold shares, property and cash within your portfolio? Do you know the mix or allocation of those assets? I detail why asset allocation is an integral part of any investment strategy.
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