Investment bonds (sometimes call insurance bonds) were once a popular investment vehicle for high income earners. However, in the mid 1980’s along came superannuation, which soon became the investment of choice for many. Investment bonds are now undergoing a resurgence of sorts. And this is thanks to the restrictions on the amount that can be […]
What do I need for estate planning?
It’s true – you can’t take it with you. Yet with a carefully planned estate, you can ensure what you have worked hard to create will be left to those closest to you, and not wasted in the form of avoidable tax and legal fees. At a minimum, estate planning requires 3 different documents: a […]
VIDEO: Coronavirus & Sharemarkets
Darren recently answered some of the most common questions from our clients and readers around the impacts of COVID-19 on markets. What should you be doing with your investment portfolio? Is now the time to buy? What are the impacts of COVID-19 on property? You will find the Q&A videos in two parts below. If […]
3 positive effects of a recession
Recession, recession, recession. These words are being shouted across media headlines and newspapers around the world as we deal with the impacts of COVID-19. It is indeed a difficult time for investors as we face economic challenges stemmed from a pandemic that no one could have predicted. But the headlines that we in Australia are […]
Downsizer Contributions
The Downsizer contribution gives Australians over the age of 65 who have recently sold their home the ability to make a superannuation contribution regardless of your working status. The idea is that sale proceeds up to $300,000 per person can be put into super to help fund your retirement. Who is this helpful for? Anyone […]