All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
29 September 2020, 2:50 PM
Without a doubt self-managed superannuation funds (SMSFs) have become the superannuation fund vehicle of choice for many Australians. But you need to ask yourself the following questions.
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By Terri Bradford
03 September 2020, 11:50 AM
Do you have multiple employers? Find out how you can avoid exceeding your annual concessional contributions cap.
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By Terri Bradford
23 June 2020, 3:45 PM
From a tax and investment perspective, depending on what is appropriate, it may be useful to defer income to the new financial year where possible, bring forward deductible expenses and minimise capital gains, if any. As always, speak to your accountant for specific tax advice.
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By Terri Bradford
18 May 2020, 7:00 AM
Regular savings plans enable you to invest your surplus income at a flexible level while allowing you to access your funds if required
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By Terri Bradford
28 April 2020, 8:45 AM
Will you be ready? Don't let COVID-19 distract you from the things you would normally focus on at this time of year. It's time to get back on track. In this piece, I provide my top tips to best prepare for this year’s tax season.
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By Terri Bradford
31 March 2020, 4:15 PM
The JobKeeper Payment package, announced on 30 March 2020, is a $130 billion package to help businesses retain employees on their books during the COVID-19 period.
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By Terri Bradford
26 March 2020, 4:00 PM
Markets have fallen over 20% in the past two months. As a result, many retirees are experiencing a significant drop in the value of their superannuation retirement funds. Where previously a retiree may not have been eligible for Age Pension benefits, has their situation changed as a result of the falls?
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By Terri Bradford
24 March 2020, 12:30 PM
The Government’s economic response is designed to support businesses in managing short-term cash flow challenges, provide support to individuals, severely affected communities and regions, and to ensure the continued flow of credit in the Australian economy.
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By Terri Bradford
23 March 2020, 10:00 AM
The Federal Government has announced that minimum pension payments for account-based pensions will be reduced by 50% for the 2019/20 and 2020/21 financial years.
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By Terri Bradford
27 February 2020, 12:30 PM
Terri Bradford, National Manager Wealth Management, outlines the basic principles of investing and what you should consider before you get started.
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