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30
June
2025
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min read
SMSF Succession: Keeping Family Wealth in the Family
Kylie Harding
Principal/Investment Adviser
Discover how a high-net-worth client leveraged a Self-Managed Super Fund (SMSF) to gain investment control, optimise taxes, and secure their financial future.
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30
May
2025
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min read
Finding Resilience in Challenging Markets
Kylie Harding
Principal/Investment Adviser
Warren Buffett’s timeless wisdom reveals the truth behind today’s market downturn. Learn how to spot hidden risks, seize undervalued opportunities and build a portfolio that thrives, no matter the tide.
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17
May
2025
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min read
In The Spotlight: Epiminder
Damon Kitney
Journalist
Doctor Rohan Hoare will forever remember Easter 2025 for the celebrations that took place at 9.39am on the morning of Friday, April 18.
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17
May
2025
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min read
Unlocking the benefits of the downsizer contribution
Sophie Doyle
Retirement & Aged Care Specialist
Introduced in July 2018, the Downsizer Contribution originally allowed individuals aged 65 and over to make a personal superannuation contribution of up to $300,000 using the proceeds from the sale of their home.
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30
September
2024
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min read
Are Tech Stocks in a Bubble?
Ken Howard
Private Client Adviser
With the market heading back to record highs, it leads me to ponder my next move. Is the market so buoyant and frothy that I need to be concerned about a bubble?
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30
September
2024
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min read
Investing for a Better Tomorrow
Kylie Harding
Principal/Investment Adviser
Align your portfolio with sustainable investments that reflect your values and create a better future.
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30
September
2024
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min read
The Benefits and Risks of Granny Flats
Sophie Doyle
Retirement & Aged Care Specialist
Ganny flat arrangements offer a clever solution, letting families live together and assist each other without the need for complex agreements.
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30
June
2024
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min read
Role of a Financial Advisor in the Separation Process
Kylie Harding
Principal/Investment Adviser
Explore how financial advisors guide you through separation with tailored strategies for stability.
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30
April
2024
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min read
Impact of Inflation on Investments
Kylie Harding
Principal/Investment Adviser
Understand how inflation affects investment strategies and learn ways to navigate rising economic pressures.
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