The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry handed down its report on 4th February, and while there was much speculation about tighter lending criteria that didn’t quite come to pass, there are some recommendations that will have an impact on consumers. With a long parliamentary process to go through, which […]

In recent months, the decline of the Australian property market has been a hot topic, leading to much speculation about what the future holds. We have seen the property market fall 11.4 percent since it peaked in 2017, prompting many of us to contemplate whether this is the right time to enter the market.   […]

Selecting the right investments is one of the most important components of any financial strategy. For US citizens living in Australia, this task is more challenging given the additional US tax consequences you will need to navigate. This article looks at the things you should consider.

Join Jacqui Brauman, wills and estate specialist at TBA Law, for an informative webinar outlining the estate planning process, important documents and tips on getting them right. The session will also cover what you need to consider for your family in the event of an emergency or death. The webinar will be held on Thursday […]

Lisa is responsible for Reception in our Sydney office and also assists the team with general administrative duties.  Lisa has 15 years’ experience in corporate receptionist roles in the financial services, accounting and publishing industries.

With 2019 already underway, many of us are thinking about how we are going to achieve our New Year’s resolutions. For many people, saving more money tops the list. If you are looking to get your finances sorted in 2019, start by setting your goals. But before you start planning out how to make them […]

Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes superannuation a grey area for US citizens living in Australia. However, it is important to consider the following issues with regards to your superannuation strategy: […]

As Administration Co-ordinator in Melbourne Nina assists the Client Service Managers with investment administration and also assists the Melbourne office with general administrative duties. Nina came from a real estate background where she was responsible for client service and administration.