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Financial Planning
The Next Bet on Interest Rates
The Reserve Bank has stated it has a low tolerance for a slower return of inflation to its target band. Interest rate movements are difficult to predict. The Reserve Bank (RBA) board will meet again on Tuesday 7 November to determine its next rates move – once again on the same day millions of Australians […]
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Financial Planning, Superannuation
The Valuation Conundrum: Valuing Unlisted Assets in Australian Superannuation Funds
Unlisted assets have played an increasingly important role amongst industry super funds. As of June 2023, the average proportion invested by industry superannuation funds in unlisted assets was 16.4%, with approximately 4.8% allocated to both unlisted equity and direct property and 6.7% to unlisted infrastructure. In comparison, Australia’s largest superannuation fund, Australian Super, currently holds […]
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Financial Planning, Retirement Planning
Three Behavioural Factors that can affect Retirement Spending
Most Australians work hard to build up their nest egg but many are hesitant to spend it when they retire. You’ve worked hard to build your retirement nest egg and now the time has come or is approaching for you to begin the “decumulation phase”—taking withdrawals in retirement to live off your accumulated assets. This […]
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Financial Planning, Superannuation
Tax Planning – reduce tax using the super carry forward provisions by 30 June
The end of the financial year is rapidly approaching and, along with it, the opportunity to claim a tax deduction on additional superannuation contributions. Why contribute more to super? Superannuation does impose restrictions on access to your money. It is, after all, intended to provide for your retirement. So why would you lock up more […]
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Investing
Four investing lessons from the Australian Open
Earlier this year, the Australian Open had most spectators gripping the edge of their seats at times over its 14 days of play. From the opening round, right through to the women’s and men’s finals, you could say the first Grand Slam tennis tournament of 2023 had it all. Top-seed upsets, unexpected withdrawals, unforeseen events, […]
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Financial Planning, Retirement Planning
What is your aged care funding strategy?
We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure – it’s something we cannot ignore. According to the Australian Bureau of Statistics, in 2021 around 4.3 million Australians were aged 65 and over. Consider […]
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