Australian Share market Update, February 9th, 2011

February 10, 2011

The All Ordinaries index gained 12 points to end the day 0.2% higher at 4,995.1. Read more

Australian Share market Update, February 7th, 2010

February 8, 2011

The All Ordinaries index gained 5.5 points to end the day 0.1% higher at 4,964.3. Read more

Australian Share Market Update, January 31, 2011

February 1, 2011

The All Ordinaries index fell 22.5 points to end the day 0.4% lower at 4,850. Read more

Aged Care and Family Communication

January 27, 2011

This week we did some work with a family where the mother of the family, at the sprightly age of 90 has just decided to move into a residential aged care facility.  Read more

Attitudes towards Superannuation

January 27, 2011

Recently the Australian Institute of Superannuation Trustees (AIST) commissioned a report into attitudes on superannuation. Read more

Superannuation – Who has enough?

January 27, 2011

A survey was released a year or so ago by AMP highlighting the shortfall Australians have in their superannuation savings with approximately 31% of all Australians being on average 11% behind in their savings needs. Read more

Retirement – Are you ready?

January 27, 2011

It’s not hard to lose a couple of hours daydreaming about THE TRIP whether it be touring through Europe, or tripping round Australia caravanning under the stars surrounded by miles of emptiness.  Most of us hope to do such a trip when we retire along with the hobbies and activities that so far have been pushed aside as we grapple with the mortgage and the school fees.     Read more

Self Managed Superannuation – Is it for You?

January 27, 2011

Articles regularly appear the financial press about the growth in Self managed Superannuation funds (SMSFs) and the fact that many people do not understand the requirements placed on them by the legislation and indeed whether or not it is actually appropriate for an investor actually hold their superannuation funds in such a vehicle. Read more

The transfer of wealth between generations (or not)

January 21, 2011

You’ve probably seen those ads for retirement planning featuring retirees on Harley Davidsons saying “Retirement is payback time” or have seen the stickers on the caravans of the grey nomads that say “I’m spending my children’s inheritance.” Or even better, “Live long enough to be a burden on your children”. Read more

The Cost of living – what does it mean for investors

January 21, 2011

For the past 2 years we have heard how tough all people are finding it in the real world. Read more

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