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Articles by Will Lyons

The Impact of Interest Rates on Your UK Pension Transfer

February 23rd, 2024

Following several years of the RBA keeping Australia’s Cash Rate Target below 1.00%, successive interest rate rises throughout 2022 has seen the cash rate reach highs not seen in over a decade. While the focus on rate rises is the impact on inflation, the stock market or local property markets, less is understood about theread more

UPDATE: UK State Pension Top-Up Deadline

June 16th, 2023

Eligible UK expats and Aussies that worked in the UK have been granted extra time to top up their UK State pension entitlements.  The initial cut-off date for new rules impacting the amount you can top up was initially slated for 5 April 2023 and then subsequently pushed back to 31 July 2023. Given theread more

The Importance of a Long-Term Investment Perspective

February 17th, 2023

As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread more

UK State Pensions: Mitigating the Impact of Inflation and Market Volatility

August 11th, 2022

Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more

Market Volatility Update – June 2022

June 16th, 2022

As you would have witnessed over the recent period, investment markets have been extremely volatile. We wanted to take the opportunity to provide you with some context and emphasise the importance of reflecting on investment fundamentals during such challenging times. In this regard, we wish to provide several important insights on prevailing macroeconomic conditions andread more

Scams and Fraudulent Investment – Protecting Your Wealth

June 1st, 2022

In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more

Received a Large Windfall of Cash? Here’s What to Do Next

December 10th, 2021

If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread more

Investment Review 2020-21

August 6th, 2021

The volatility of the global economy around the onset of the COVID-19 pandemic left many investors concerned about their investments. As we review the financial year that was, we’re seeing a strong return to form in investment markets, after an initial plunge in March 2020. A stimulatory approach from governments around the world, and particularlyread more

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