/Finance

What you need to know about Labor’s proposed changes to Tax Policy

What you need to know about Labor's proposed changes to Tax Policy By Gareth de Maid, Relationship Manager - Financial Strategy Specialist As a second part to our analysis of Labor Party taxation policy, we’ve turned our attention to personal taxation and broader policies outside superannuation. If you haven’t read our last article relating [...]

2019-03-09T02:50:33+00:00 October 24th, 2018|Finance, Strategy, Superannuation, Tax, Wealth Protection|

Downsizer contributions to Superannuation

Downsizer Contributions to Superannuation As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new and useful strategy benefits those looking to contribute excess sale proceeds to superannuation. Additionally, it may also prove to be [...]

2018-09-26T02:49:25+00:00 September 26th, 2018|Finance, Strategy, Superannuation, Wealth Protection|

Planning superannuation for a Labor Government

Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager - Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, it’s time to start looking at ALP superannuation policy and preparing for implementing strategies if they are elected in the [...]

2018-11-27T21:56:19+00:00 September 14th, 2018|Finance, Strategy, Superannuation, Wealth Protection|

Who to trust in the 2019 financial year?

Who to trust in the 2019 financial year? 2018 was an eye-opening year for the financial services industry. As a member of the financial services industry, the findings of the Royal Commission were expected, but the level of distrust now surrounding the banks and their related professionals have shocked the regulatory bodies, politicians and [...]

2018-08-09T01:45:08+00:00 June 29th, 2018|Estate Planning, Finance, Saving, Wealth Protection|

The Truth About The Financial Sector.

The Truth About The Financial Sector. Growing up in country Victoria, I believed traditional stockbrokers held the keys to the kingdom of wealth creation. In the pursuit of knowledge, I ended up joining the financial sector gaining experience in Risk, Investment Banking and Financial Planning across Melbourne and Beijing. During this time I encountered [...]

2018-08-08T00:20:41+00:00 September 21st, 2017|Finance, Saving|