Should our portfolios be a reflection of us? Yes! If you want to be involved, find out who is doing what, and why certain investments are in your portfolio – then you can!  If you’d rather take a backseat and simply receive a statement each six months or a year – then you can! It…

In the recent Federal budget, it was proposed that there will be a review of the fees charged on superannuation balances under $6,000. The main changes being a cap on the fees of 3% and no exit fees. Note – administration fees are the fees charged by the product provider and are in addition to…

BUDGET MAY 2018 I have extracted this information from the many commentaries on this year’s Budget we have received over the last few days. I’ve tried to take out all the fluffy stuff and leave in what you may find interesting, as it has some impact on you or your loved ones. I’ve also added…

Are you aged 55 or over but not yet ready to stop working? If you’re 55 years old or more, a Transition to Retirement strategy will allow you to access your superannuation benefits as an income stream while continuing to work. With this strategy, you’ll have two accounts: A superannuation account – your future employer…

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