March 24th, 2010 | Financial Planning News Since the global financial crisis many investors have turned their interests from risky share market investments to instead preserving their capital. This preservation is of particular importance to savers approaching retirement and current retirees, due to the fact that they have less time to make up any losses.
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March 17th, 2010 | Financial Planning News Many investors try to ‘time’ their investment in the market. That is, their objective is to invest in the property market or the share market when they believe that the market has hit its lowest point in the investment cycle.
September 28th, 2009 | Financial Planning News If you have accumulated a significant superannuation balance or wish to maximise your returns and have greater control over your investments, a Self Managed Super Fund (SMSF) may be the answer.
September 21st, 2009 | Consumer News, Financial Planning News There is currently a range of illegal schemes and plans that exist that are offering unsuspecting taxpayers access to their superannuation savings before retirement. The promoters of these plans will tell you that they are able to access your super savings for reasons such as paying […]
August 31st, 2009 | Financial Planning News, Tax Advice and Updates Unlike income from cash or bonds, which is fully taxable at your marginal tax rate, Australian shares receive attractive tax concessions through the dividend imputation system.