(03) 9020 2905Remember Tony “Plugger” Lockett? The former Saint who took my Swans to the 1996 grand final … the result of which is a little less raw because of 2005 and … Read More Plugging the index plays
Tag Archives: Tax and investment
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Super strategies to use now
SUMMARY: The Budget super changes are far from law. But, clearly, couples must work more closely as a super team from this instant on. If the Turnbull Government’s super changes … Read More Super strategies to use now
What I’m telling my clients to do next
SUMMARY: Mind-blowing changes to superannuation in last night’s budget. Here are some early, important, strategies. Welcome back to 2006. Last night’s Budget set superannuation back a full decade. But arguably … Read More What I’m telling my clients to do next
Your plan for tax and rate cuts
Finances go backwards occasionally. Precious few could say it’s never happened to them. Sometimes it’s because markets are imploding. Stock and/or property markets occasionally tank, temporarily at least flushing possibly … Read More Your plan for tax and rate cuts
Budget 2016: The risks for super
SUMMARY: Don’t risk being caught short on a transition to retirement strategy ahead of Budget 2016. Rarely has so much mud slinging on superannuation tax change occurred as it has … Read More Budget 2016: The risks for super
Investing as habit a good start
This might sound a little voyeuristic, but watching investment markets go into meltdown can sometimes be a bit of fun. Grab some popcorn. From the right vantage point, you can … Read More Investing as habit a good start