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Financial Articles

Ethical and Social Investing

By John Forwood|2022-03-24T01:06:26+00:00March 24th, 2022|Financial Articles, Managing Money|

Each of us has a different view of what is right for the world.  Is global warming caused by humans?  Is it occurring at all? 

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Changes to Superannuation – Do you need advice?

By John Forwood|2021-05-04T06:46:40+00:00May 4th, 2021|Financial Articles|

Changes to superannuation - do you need advice?You may have already started to see a number of articles about BIG CHANGES TO SUPERANNUATION being published in

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House prices in Brisbane increase 408% – Good financial advice or not?

By John Forwood|2021-02-19T04:25:11+00:00February 19th, 2021|Financial Articles, Managing Money|

House prices in Brisbane increase 408% This is what an article in the Courier Mail (paywall) announced today...  Over the last 30 years, since late 1990

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Coronavirus, savings and advice on how to make it work for you!!

By John Forwood|2020-06-30T01:47:19+00:00June 30th, 2020|Financial Articles, Managing Money|

A bazillion articles have been written on the coronavirus, and almost as many have been written about the economic impact it is having on our

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Your pension payment could halve in July because of COVID-19 changes to superannuation – ABC News

By John Forwood|2020-06-25T04:14:51+00:00June 25th, 2020|Financial Articles|

When a letter arrived in her mailbox recently from her superannuation fund, retiree Sandra Luntz was at a loss as to what it all meant.Key

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Testamentary trusts: the benefits and considerations

By John Forwood|2019-07-03T05:37:49+00:00July 3rd, 2019|Financial Articles|

Benefits of using a testamentary trust Testamentary trusts are established under a valid will to provide a greater level of control over the distribution of

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Australian Federal Budget – What can you believe?

By John Forwood|2019-04-02T03:00:45+00:00April 2nd, 2019|Financial Articles|

Tonight, the Treasurer of Australia, Josh Frydenberg will hand down his first Federal Budget.  It will also be the first budget for Scott Morrison as

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How much is really needed in retirement?

By John Forwood|2018-10-08T03:28:18+00:00October 14th, 2018|Financial Articles, Managing Money|

In the UK in 2014, The Independent Review of Retirement Income (IRRI) was commissioned to look at retirement incomes. Two recommendations from IRRI were: “The

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Superannuation: Add to super in your 30s to retire comfortably

By John Forwood|2018-10-08T03:23:24+00:00October 12th, 2018|Financial Articles, Managing Money|

FOR anyone in their 30s who can afford to put money into their superannuation, now is the time to start. Even just salary sacrificing $50

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Labor’s franking policy is a ticking bomb for all super funds

By John Forwood|2018-10-08T03:14:19+00:00October 9th, 2018|Financial Articles|

The Australian Labor Party (ALP) proposal to limit cash refunds of franking credits will clearly impact many pension phase SMSFs, but we believe it also

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