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Investment Bonds

Investment Bonds

What are Investment Bonds and the tax advantages? Popular in the days before compulsory superannuation, investment bonds fell out of favour as super became the preferred tax-advantaged environment. With tighter restrictions on superannuation contribution limits, bonds...

June Newsletter

June Newsletter

As you know, June is the last month of the financial year. It does provide some opportunities for some last minute tax planning. Therefore, some of the opportunities worth considering are: - Maximise superannuation contributions. This year the maximum deductible...

The growing interest in Exchange Traded Funds

The growing interest in Exchange Traded Funds

The popularity of exchange traded funds (ETFs) has certainly soared in the past few years. With so many investment options, it may be time to understand them a bit better. Bought and sold via a stock exchange, ETFs diversify your investment dollars into a portfolio of...

Who gets your Super?

Who gets your Super?

Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund. Let’s look at how you can have...

How does Australia’s pension plan stack up?

How does Australia’s pension plan stack up?

One in six people will be over 65 years old by 2050. With the world's population ageing quickly, it is natural to think about how pension systems around the world will cope, particularly in Australia. Is Australia's age pension adequate for retirement?Comparisons of...

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