Federal Budget Report 2018-19 - What it means for you

Federal Budget Report 2018-19 - What it means for you

On Tuesday 8 May 2018, the Treasurer, Scott Morrison, released the Government’s 2018-19 Federal Budget. The Budget is designed to create short sharp election headlines.

This year’s Budget has an emphasis on retirement planning and contains several important considerations which may affect both retirees and pre-retirees, explored further below.

​​​​​​​It’s important to note that at this point in time, these proposed measures are not yet law and may be subject to change.

Super Changes Update and Mygov

Super Changes Update and Mygov

Over the years the government has been transferring retirement responsibility from them to you.

Where previously the Age Pension and perhaps a Defined Pension were the key financial issues, more and more retirees are now in charge of managing substantial capital and investments, and now will have to be ahead of all the new rules such as caps and balances. Penalties can be severe and costly for errors, particularly with SMSFs.

Michelle Tate-Lovery - IFA Goals Based Adviser of the Year and 50 most influential advisers in Australia.

Michelle Tate-Lovery - IFA Goals Based Adviser of the Year and 50 most influential advisers in Australia.

It is no secret that our Managing Director and Principal Financial Adviser has dedicated herself to and made a huge impact on her profession. This year in particular we wish to congratulate Michelle on:-

  • Being awarded the Independent Financial Adviser (IFA) Goals-Based Adviser of the Year 2017
  • Being named among the Financial Standard Power 50 - The 50 most influential advisers in Australia.

Federal Budget 2017-18

Federal Budget 2017-18

Last night the Federal Government handed down the 2017-18 Federal Budget.

This year’s budget was not expected to be one of great change for most investors and clients (thankfully as we are still dealing with the superannuation changes from the last budget that will be implemented in July 2017) and lived up to these expectations in most areas.

We have reviewed the Budget and prepared a summary of the key measures to be considered. 

Client Story - Income Protection Insurance Claim

Client Story - Income Protection Insurance Claim

Focusing on getting better is easier to do if your finances are being taken care of.

Anyone who has gone through a traumatic life event, faced with a cancer diagnosis, loss of mobility or ongoing intrusive medical treatment can attest to this.  

We have dedicated this blog update to share a real life client story, highlighting the true impact of having the right type of cover in place.