We are absolutely delighted to announce that Darren has won the 2016 AFA Adviser of the Year! Needless to say – Darren is absolutely chuffed!! The winner was announced on Friday 7th October in Canberra at the National Convention Centre for the Association of Financial Advisers (AFA) Gala Dinner where Lindsey and Julia joined Darren […]
Act Now to Maximise Your Age Pension
Big changes to the Age Pension Asset Test are coming on 1 January 2017, which is likely to see around 250,000 people have their Age Pension reduced and a further 100,000 lose the pension entirely (Source: www.abc.net.au). Background A bit of background. A person’s Age Pension entitlement is based on an assets and an income […]
Darren Johns is a Finalist in the 2016 AFA Adviser of the Year Awards
We are thrilled to announce that Darren has been selected as one of three finalists for the 2016 AFA Adviser of the Year award. The AFA (Association of Financial Advisers) has been the authentic voice on the value of advice and the AFA Adviser of the Year award promotes a more trusted, robust and diverse […]
2016 Federal Budget Summary
Last night, while most of us were busy watching MasterChef to find out who would get the final apron, the treasurer announced the 2016 Federal Budget. Below we summarise the key proposals. SUPERANNUATION Changes to super were wide-ranging and aimed to help those on lower incomes while trimming some of the concessions available to those on […]
Greece is the Word
In case you have missed the headlines, news reports and live crosses to experts, the world’s markets and media financial pages have been consumed by a single issue in recent weeks – the stand-off between Greece and its lenders. For investors everywhere, both of the large institutional kind and individual participants, the story is being […]