Financial Planning News and Insights

A self-managed super fund (SMSF) is essentially a private superannuation fund set up for individuals (up to six) to manage their own retirement savings. Today, according to ATO data, Australia…

At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global…

As we usher in the new year, many of us are thinking about our goals for 2024, keen to ensure we’re moving in the right direction. To start the year…

Coming out of the pandemic, many of us found ourselves challenging long-held values and considering how to spend more time with the people we love and doing the things that…

Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of Australians are expecting an inheritance and they intend to spend some or all of it to purchase property or pay off existing debt.

The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you…

Whether you are an Aussie living in the US, or a US Citizen in Australia, managing your finances can be tricky, especially when it comes to the tax treatment of…

Estate planning can be complex, particularly when it comes to the tax implications. Our advisers are often asked whether estate taxes apply to superannuation, so we asked Compliance Manager Tammy…

In medical practice, like any other business, cash flow is king. It’s the key to your ongoing stability and practice success. However, for medical practitioners who have mixed billing across…

In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event. But as we saw with…

Many of us want to make an impact through philanthropy, and if it’s one of your goals, it should be part of your financial plan. Our advisers are often asked…

This article was originally published in The Australian’s The Deal magazine. For Andrew Dunbar, the best parts of his job as a financial adviser are the human elements. A director…