You may have seen in the news recently that Dixon Advisory Superannuation Services, Australia’s fourth largest superannuation advice firm, was placed into voluntary administration. It represents stress and potential losses for their thousands of clients and another big reputational hit to our industry. What went wrong? It wasn’t because their accounting software failed or tax […]
READ MORE2022 – the year you make those promised changes
Like many Australians, the last couple of years have led us to critically examine what’s important in life. What have we achieved since the start of the pandemic (even if that’s just making it through relatively unscathed), and what have we resolved to change this year? 2022 provides a fresh start, a time to change […]
READ MOREFederal Budget 2021 Snapshot
Summary With the tentative steps out of the COVID nightmare, this year’s Federal Budget focused on the ongoing protection from the Virus and encouraging the continued economic recovery through consumer spending and business investment. The $300 billion the government has spent on health support and economic stimulus has left us with a huge hole in […]
READ MORELockdown 2.0
“Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne lockdown. Just when 2020 was getting a little brighter and we were slowly opening up, we find ourselves back to the early days of striving to get the virus under control. Back to Groundhog Day […]
READ MOREThe investor’s dilemma
Investing is not an easy game. Each time you purchase a share in a company you think is great value, there’s someone on the other side of the trade who thinks it’s overvalued. As investors, we face many dilemmas on a daily basis – valuations, future prospects for companies, economic conditions, politics and regulations; the […]
READ MOREThe longevity effect
Unless the Four Horsemen of the Apocalypse pay us a visit, and with the current global geopolitical discourse it’s not out of the question, this generation is going to live longer than any in history. We are healthier, more active and receiving better preventative care. And on top of that, modern science, technology and medicine […]
READ MOREIs your inaction about to cost your family thousands?
If you’re one of those people who skim reads and immediately files letters from your superannuation fund providers, or worse completely ignores them, then now’s the time to take a renewed interest and act where necessary. As the title of this article suggests, not doing so could cost you and your family dearly. New legislation […]
READ MOREEnd of financial year super and tax planning tips
As we approach the end of the financial year, now’s a good time to make sure you have your super and tax planning in order. Here are some pointers though we encourage you seek advice from a financial adviser, accountant or tax agent as these may not be appropriate for your individual circumstances. Superannuation Tax-deductible […]
READ MORECharity begins at home….
… and quite literally in the case of our amazing client (and obsessed Richmond supporter) Deborah Holmes, who runs Avalon Centre out of her home in East Malvern. Deb founded the Avalon Centre in 1987 to assist those in society with unmet needs. This includes the homeless, people with mental health and physical disabilities, the […]
READ MORELong distance grandparenting
You try to bring your kids up to be confident independent adults and how do they repay you – they use that confidence and independence and set up home interstate or overseas. Being one of those who emigrated 17 years ago from England and is now a fully-fledged Aussie (sporting loyalties aside) I’m fortunate to […]
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