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Financial Housekeeping for the New Year

With the end of the year on the horizon, we are all likely looking forward to a bit of down time with our family and friends. This can also be the time of year when people reassess many areas of their life, including their finances.  With this in mind, if you are...

July 2021 Update

Welcome to July 2020, I mean, 2021! With a sense of déjà vu, and like most in the Greater Sydney area, I am currently locked down and working remotely. If you are currently living under lockdown conditions, I hope you are handling it all okay. If the current...

Superannuation Strategies – EOFY

There have recently been some significant changes to superannuation rules, so as the end of financial year approaches, now is a good time to see if any of these changes may be applicable to you. Below are a few bullet points outlining the main end of financial year...

Market Update: Financial Advice in a Crisis

When the best advice is to just hold tight I had a troubling email come across my desk this morning, which quoted an executive from one of the countries’ largest industry superannuation funds. The article highlighted that they have seen a rush of clients, who do not...