Category: News

Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.

All Insights   |   White Papers   |   News

Lost in the Middle?

With the election only a few days away, many of our clients have expressed confusion about the potential impact of a Shorten Labor Government. We’ve taken the time to explain some of Labor’s key tax reform proposals; identifying who will be the winners and losers, plus some of the potentially [Read More]

May 15, 2019

We’ve opened a new Sydney office

We are pleased to announce the opening of our new offices in the Sydney CBD – Suite 2.14, 165-167 Phillip Street. This new location represents our fourth office, with existing offices in Mosman, Orange, Walcha, and now the Sydney CBD. Featuring state-of-the-art facilities, the new location in the Sydney CBD [Read More]

October 08, 2018

Are we due another crisis? What’s our prediction?

Last month saw the ten-year anniversary of the Lehman collapse come and go. This is notable, as the collapse of Lehman was the tipping point of the financial crisis of 2008 and heralded a new economic era. An era where interest rates in the Western World would remain close to [Read More]

October 05, 2018

Where to from here for the Financial Planning industry?

Even before an interim report has been issued by Commissioner Hayne, major changes to the financial planning landscape are already being announced. Three of the four major players (ANZ, CBA and NAB) have initiated (or in ANZ’s case completed) the spin out of their financial products businesses to create (in [Read More]

September 15, 2018

Super alone won’t cut it for most of us anymore

When the major superannuation changes came into law in 2017, most of the focus was on the $1.6M transfer balance cap for pension members. However, one significant change that may not necessarily hurt too many people on the cusp of retirement but will affect younger “wealth accumulators”, is the reduction [Read More]

September 12, 2018

The Importance of Independence in Advice

The fundamental structure of the advice industry in Australia has been flawed, pretty much since its inception. The dishonest advice practices that are being uncovered daily by the Royal Commission are entirely the product of a deeply flawed industry structure.  Over half of financial planners today are employed or licensed [Read More]

April 22, 2018

Trump’s Presidency, how did it happen & what does it mean?

At first glance the Trump victory seems completely bizarre. Here is a man who doesn’t pay his taxes, apparently hates Mexicans, disrespects women, routinely engages in sexual harassment, and is widely viewed as a narcissist…… And then, 81% of Evangelicals, 53% of white women, vote for Trump. How is this [Read More]

November 10, 2016

Latest Amendments to the Government’s Superannuation Reforms

Since the Federal Budget on 3 May 2016, many superannuation strategies have carried a significant element of uncertainty. As you may have heard last week, the Government has announced some significant changes to the superannuation proposals previously announced on Budget night. It’s important to be aware that we still don’t [Read More]

September 20, 2016

Brexit

We must confess we hadn’t planned to write about the UK. Like most, we had expected that sanity would prevail at the 11th hour given countries rarely commit economic suicide. However as at Saturday afternoon the “Brexit” vote has won the day, Cameron has resigned, and most of the World (including the [Read More]

June 22, 2016
Load more