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Posts Tagged ‘financial planning’

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

Reverse Mortgage – Your Key to a More Comfortable Retirement?

May 26th, 2022

For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more

The Impact of Rising Interest Rates on Your UK Pension Transfer

May 18th, 2022

Following several years of the RBA keeping Australia’s Cash Rate Target below 1.00%, 4 May 2022 saw an increase of 0.25% - the first interest rate rise this year. While the immediate reaction to this tends to focus on the property market and how it will impact home loans, less is covered regarding the impactread more

Section 100A – How the ATO’s Crackdown on Family Trusts Might Impact You

March 30th, 2022

For years, many Australians, particularly those operating businesses, have used family trust structures as a wealth creation vehicle. The ATO has previously put trust distributions and their tax treatment under the microscope but have now refocused their attention to Section 100A ‘Reimbursement Agreements’. This could significantly impact on the overall tax position of any familyread more

Preparing for Retirement – Financially and Beyond

March 25th, 2022

As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more

Bonds – Diversifying your Investment Portfolio

January 28th, 2022

Diversity – no matter the size and scale of a portfolio or an investor’s level of experience, diversity in an investment portfolio is often the key to managing risk and long-term success in creating wealth. In the face of a global pandemic, share markets present volatility and uncertainty, not something investors typically look for. Forread more

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