By Terri Bradford
16 May 2022, 3:15 PM
How you can use superannuation to manage capital gains.
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By Terri Bradford
30 March 2022, 8:30 AM
There is no doubt this is a pre-election Budget. From a wealth management perspective, there was little news - which was to be expected considering the Government will be calling a Federal Election sometime in May. Our summary of the 2022 Federal Budget follows.
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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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By Terri Bradford
23 March 2022, 11:00 AM
We take a look at potential strategies as a result of the changes from 1 July 2022.
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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
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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