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Posts Tagged ‘wealth creation’

Investment Markets Update – May 2025

May 21st, 2025

As we approach the halfway point of 2025, investment markets around the world are navigating a delicate balance between optimism and uncertainty. Geopolitical events, central bank policies, and inflation data are combining to create a complex market environment. For Australian investors, understanding how these developments shape portfolios is more important than ever. Here’s an overviewread more

2025 UPDATE: New UK State Pension Top-Up Rules

May 1st, 2025

Over recent years, eligible UK expats and Aussies that worked in the UK had been granted additional time to top up their UK State pension entitlements, with the deadline on rules impacting the amount able to be topped up initially slated for 5 April 2023 and subsequently pushed back to 31 July 2023. The significantread more

Market Volatility Update – April 2025

April 14th, 2025

As you may have observed recently, investment market volatility and global uncertainty have again come to the forefront, putting many investors on edge. We want to take this opportunity to provide you with important context, highlight recent global developments, and reinforce the importance of focusing on long-term investment fundamentals during periods like this.read more

Planning for Your Desired Retirement Age in Australia

January 17th, 2025

Planning for Your Desired Retirement Age in Australia Retirement marks a significant milestone in life, symbolising the culmination of years of hard work and the beginning of a new chapter. For many Australians, understanding the age at which they can retire—and how to prepare for it—is essential to achieving a fulfilling and secure future. Thereread more

The UK Budget & Your Pension Transfer to Australia

December 4th, 2024

Have you transferred your UK Pension to Australia yet? The latest UK Budget may have just added another compelling reason to get the pension transfer process started as soon as possible… The recent UK Budget introduces significant tax implications for UK pension holders, especially those considering a transfer to Australia. With the UK's need toread more

Is a Self-Managed Superannuation Fund (SMSF) Right for You?

November 26th, 2024

Is a SMSF right for you? Managing your own superannuation through a Self-Managed Superannuation Fund (SMSF) can be a rewarding yet challenging decision. With over one million Australians already managing their super through SMSFs, it's vital to weigh up the advantages and risks to determine whether it aligns with your financial goals. What Is anread more

Maximising Wealth: How a Family Office Structures and Manages Major Transactions

November 1st, 2024

For high-net-worth families, wealth management isn’t just about protecting assets, it’s about making strategic decisions that foster long-term growth and sustainability. A family office serves as a centralised structure, allowing affluent families to take control of their wealth, family succession and philanthropic goals. Whether it’s capital investment, managing private equity, or acquisitions, a family officeread more

Investment Scams in Australia

October 16th, 2024

Investment scams are becoming increasingly prevalent and devastating in Australia, costing $1.3 billion last year alone. Though they may not occur as frequently as other types of scams, the financial losses are often substantial. Scammers are becoming more sophisticated, exploiting new technologies and financial trends to lure victims. Crucially, there are steps you can takeread more

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