Tag Archives: Superannuation

We’re Interested in Superannuation Again, Are We?

June 15, 2018

Last week the Productivity Commission released a report into superannuation. No surprise, it didn’t paint the best picture. Suggesting the super industry was lacking competition and accountability, while many funds were still acting in their own best interests and not their members. It came with a few recommendations from the productivity commission to address the […]

Ignoring Advice Has Consequences

May 18, 2018

Read a survey on financial advice and it’s estimated anywhere from 70% to 85% of people will never seek it. Yet from the small pool of people who have sought financial advice, 80-90% of those (depending on the survey) will acknowledge the advice they received was worthwhile and provided value. One of the more curious […]

2018 FWP Federal Budget Overview

May 9, 2018

Last night’s federal budget stood out on a tax perspective and there were a couple of other positives to be found. Importantly, we’ve just clocked two consecutive budgets without major superannuation meddling. And the super changes we did get were positive. Pensioners The Pension Loans Scheme will be opened to all Australians over 65, including full […]

2017 Federal Budget Review

May 10, 2017

Last night’s budget was notable for its lack of major superannuation meddling for once. So, in the absence of any truly significant changes, we’ve pulled out the key points for you to consider.Pensioners Older Australians who lost their pensioner concession card by the pension assets test change introduced this year – you will be getting […]

Meet The Boss

May 5, 2017

Did you see us in the Dubbo Photo News a few weeks back? In case you missed, it here it is. We were in the March 23-29 2017 edition. Thanks to Dubbo Photo News for taking the time to come to our office to chat and learn more about our services.