Downsizing Incentive for Seniors

By Terri Bradford

24 March 2022, 9:30 AM

As part of its "housing affordability" theme in the 2017 Federal Budget, the Federal Government is incentivising older Australians to downsize their family home by allowing them to invest the proceeds into superannuation.

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2020 Federal Budget Review

By Terri Bradford

08 October 2020, 10:55 AM

The 2020 Federal Budget is touted as an 'Economic Recovery Plan for Australia'. We summarise those measures that have been proposed in this year's Federal Budget from a Wealth Management/Financial Planning perspective.

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Is an SMSF right for me?

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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