All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
11 February 2022, 9:00 AM
Treasury Laws Amendment (Enhancing Superannuation Outcomes for Australians and Helping Australian Businesses Invest) Bill 2021 has passed both Houses and is waiting Royal Assent.
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By Terri Bradford
25 January 2022, 4:50 PM
Salary sacrifice arrangements, when managed correctly, can be an effective method for building additional wealth for retirement. But what are the rules?
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By Terri Bradford
04 January 2022, 10:00 AM
Investing is a bit of a balancing act - juggling the risk of investing against the returns you're hoping for. The higher the return, the higher the risk. The lower the return, the lower the risk.
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By Terri Bradford
06 December 2021, 10:00 AM
How long you continue to derive income from your saved capital will obviously depend on how much you spend each year – and how much you actually “spend” could be different to what you had "planned" for. Terri Bradford, Head of Wealth Management, looks at the numbers.
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By Terri Bradford
03 November 2021, 9:30 AM
One of the fastest growing sectors of the Australian sharemarket are Exchange Traded Funds (ETFs). ETFs are investment vehicles that provide exposure to a basket of shares, listed property, commodities or currencies.
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By Terri Bradford
22 September 2021, 8:30 AM
With interest rates the lowest we have seen for years (for many, ever), the debate about whether we should be paying down non-deductible debt first or funding additional superannuation contributions is once again topical.
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By Terri Bradford
07 September 2021, 8:00 AM
Financial planning is an important process in helping you achieve financial success. It is a process of defining financial goals and tailoring solutions to help you reach those goals. With the right advice and a patient investment approach achieving financial success can be relatively simple.
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By Terri Bradford
06 July 2021, 12:00 AM
Many investors swear by share investing. Others prefer investing in direct property. What is best for you? We provide an overview of both strategies to help you make a more informed decision when it comes to investing.
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By Terri Bradford
16 June 2021, 12:00 PM
Market conditions vary considerably so it is important to review your current superannuation strategies before 30 June. Is your account in the best position to take advantage of positive market sentiment?
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By Terri Bradford
01 June 2021, 11:40 AM
We outline the changes to super that come into effect from 1 July 2021.
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