Balance is something we aspire to in many parts of our lives, be it work and family time, diet or exercise. Likewise, as the past 20 years has shown us, a balanced approach to investing can help navigate turbulent market times.
The Policy Maze
Along with market ups and downs and media noise, government policy is one of those things that investors can’t control. The risks that policy change poses to investors were dramatically highlighted by the recent federal budget in Australia, where a cash-strapped government announced the biggest shake-up in superannuation in at least a decade.
Federal Budget Super Changes: Impacts, Opportunities & Actions
On 3 May 2016, the Government handed down what is arguably the most significant Federal Budget since 2007 for our clients. If implemented, the proposals are far reaching in their potential impact on the retirement and planning strategies of many Australians.
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Super Still The Best Place To Save For Retirement
Despite the furore over the potential changes to superannuation rules, investors should not lose sight and/or turn away from the continuing taxation benefits on offer. Super will still be the best place to save for retirement for the majority of people
The key is to know the rules of the game and exploit them to your greatest advantage.
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Choosing a Financial Adviser: Time to ‘Get in the Pool’
As Agatha Christie once said “The secret to getting ahead is getting started”. In our experience many successful people are not as confident as they should be about their financial future.So why is it the case that they often let the years drift by without ever developing and implementing a plan to maximise the probability of achieving what is most important to them – so they can be more confident about their financial future ?
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