Investing,Portfolio Management,Shares

Australian Economic Update

22 Jan , 2015  

Wall-Street-Bull-Economic-Update-ProAdviser-Blog

While the outlook for Australian economic growth has stagnated recently, the outlook for the US remains positive. The high unemployment rate continues in Europe where slow GDP growth is expected. In the UK, the outlook is more promising. Australia — the iron ore free kick has gone The recent fall in the price of iron […]

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Retirement,Superannuation

Super! Contributions cap increased in 2015

30 Dec , 2014  

Pot-Plant-Watering

Do you want to contribute more to super? Well, now you can! For the first time in five years, for people under 50, the caps that regulate the amount you can contribute to super (on a concessionally taxed basis) has increased. That is, if you are under 50 from 1 July 2014, you can contribute […]

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Personal Finance,Retirement,Social Security & Centrelink

Tips On How To Deal With Centrelink

30 Dec , 2014  

Aged-Pension-Centrelink-Advice

Have you ever had to deal with Centrelink? For yourself, or a family member? I once had a client tell me she would pay me $10,000 if she never had to go to Centrelink again. Considering she was on an Age Pension, this is quite a statement. Luckily it doesn’t cost that much for this […]

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Investing,Portfolio Management,Shares

November Share Market Update

14 Dec , 2014  

Crude-Oil-ProAdviser-November-Share-Market-Report

November was a tough month for the Australian share market, with the market down 207 points or 3.8% to close at 5,278 points. For the financial year to date, our market has tracked sideways, down 1.6% for the financial year in capital terms and up 0.3% when dividends are included. Significant weakness in the oil […]

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Investing,Property,Retirement,Self Managed Super Funds (SMSF)

Why Buy Property Through An SMSF?

4 Dec , 2014  

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Residential Property is a very popular topic and we look at this asset class for Self-Managed Super Funds (SMSFs). Many investors really like the fact that they can bring their experience in property investment to their SMSF. In the first video of the series, James Dunn explains the appeal of this type of investment such […]

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Cashflow & Budgeting,Investing,Personal Finance,Property

The Hidden Cost Of Changing Your Address

2 Dec , 2014  

Hidden-Hide-And-Seek-ProAdviser

There’s a very good reason for trying to buy the best, most suitable property that you can afford to buy – suitable for you now and suitable for you in the short to medium term future. Money. It costs a lot to change address, and I’m not talking mail redirection fees! Imagine this example: Young […]

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Retirement,Self Managed Super Funds (SMSF)

Why Establish an SMSF?

25 Nov , 2014  

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What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life. Sponsor – Wealth […]

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Cashflow & Budgeting,Investing,Personal Finance

Investing in Term Deposits

11 Nov , 2014  

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Learn about the definition and benefits of term deposits in this short, easy to understand video which outlines the basics you need to know. As much as it’s important to know about the advantages it’s key to your future decisions making that you have an appreciation of the drawbacks as well.It’s a competitive market out […]

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Retirement,Self Managed Super Funds (SMSF)

Structuring The Finance Of A Property Through Your SMSF

5 Nov , 2014  

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James Dunn explains the key issues in considering borrowing for your property investment. While arranging finance can bring residential property for your SMSF within reach for many investors it can be a double-edged sword, it’s important to not only understand the potential advantages and pitfalls but also your obligations. Sponsor – Wealth Know How Wealth […]

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Personal Finance,Personal Insurance,Retirement,Superannuation

Life Insurance Through Superannuation

4 Oct , 2014  

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Did you know that your employer’s default fund must offer a minimum level of Life Insurance? There are benefits to having insurance cover in super but it’s important to be aware of the detail. We look at how super funds typically have three types of insurance for members, the sort of conditions, to expect and […]

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Cashflow & Budgeting,Investing,Personal Finance

Money Talks

12 Aug , 2014  

Financial-Literacy-ProAdviser

Money – we all need it, want it and work for it, yet it is often a subject that is considered taboo to talk about with friends and family. With such negative connotations around the ‘money’ conversation, it is often hard to find someone to talk about your situation with. This then also leads to […]

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