All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
22 January 2020, 1:29 PM
The new year brings in some new changes for superannuation. Let's review the year ahead.
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By Terri Bradford
08 July 2019, 1:15 PM
During their 2019 Federal Election campaign, Scott Morrison and his Government promised the people of Australia they would deliver on their proposed Tax Reforms from the 2019 Federal Budget. And they did just that last week.
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By Terri Bradford
23 May 2019, 2:45 PM
What do you need to do to get your financial house in order before 30 June?
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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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