Many people have a love-hate relationship with superannuation. So it is worth considering whether super should still be a major focus of your wealth accumulation strategies. Let’s explore some of the advantages and disadvantages of superannuation. Advantages – Superannuation forces you to take a long-term investment view, as the funds cannot be accessed until you reach preservation age. This helps … Read More
How to beat the share market jitters
It has been an interesting couple of weeks on the share market again. Headlines such as ‘Bloodbath on the share market’ or ‘Billions wiped off the ASX’ don’t do investors any favours. If anything, they create anxiety and stress where it is not warranted. Yes, share market losses affect nearly everyone, by virtue of being invested in superannuation funds. However, … Read More
What does it take to achieve your financial goals?
There are 4 main stages where we help you get closer to the achievement of your goals. Dream In the first two meetings, we will help you establish your personal values, and encourage you to dream. Most people have never taken the time to fully discover what is important to them, which often makes this an eye-opening and revealing exercise. … Read More
Superannuation and art – end of the love affair?
Many of my clients (in particular medical professionals) are keen art collectors. Until a few years ago, self managed super funds were the investment vehicle of choice to invest in art. However, with the July 2016 deadline looming, many SMSF investors have started to dispose of their art and collectibles. The new rules apply to all new SMSF investments purchased … Read More