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In a month characterised by shifting sentiments and global economic resilience, the Reserve Bank of Australia (RBA), at its second meeting for the year, opted ...
It’s been hard to escape the news that the Federal Government has passed legislation to amend the controversial ‘Stage 3 tax cuts’ due to come ...
While the hit TV series Succession depicts more of a Murdoch-style dynasty than the average successful Australian family, it does highlight the drama and tension ...
Clients often ask us how they can help their kids build wealth faster and share ideas or strategies on becoming more financially savvy, earlier in ...
As we age, more and more people are aiming to stay in the family home close to support networks for as long as possible and ...
When you’re in the peak earning years in your career, your income is one of the most important assets you have, enabling you to ...
The Financial Planning Association of Australia (FPA) recently partnered with Fidelity International to conduct research to measure the benefits and value of working with a ...
It’s that time of the year when we make new financial goals and promise to leave bad habits behind. Whether it’s failing to ...
Everyone can benefit from financial planning at key life stages, but women often have different career and lifestyle goals and circumstances from men, and different ...
Supported retirement village living and residential aged care are often seen as alternatives, but the fact is they are not true substitutes. The style of ...
Introduction With the pending election front-of mind for the Government, the Treasurer has handed down a relatively responsible Budget, with a strong focus on cost-of-living ...
Changes to super contribution rules from 1 July may be a great opportunity to revisit your strategy to and boost your super, pre and post retirement. ...
The link between financial wellbeing and peace of mind has never been clearer, and more people then ever realise that in order to sleep well ...
Being stuck at home in endless COVID-19 lockdowns has given many people time to think about their financial future, if new enquiries to our advisers ...
Like every pandemic in history, there is no doubt COVID-19 will have lingering effects on us all. Research has already shown shifts in how we ...
Budget 2021-22 follows on from the last Budget’s theme of getting Australia through the pandemic and promoting economic growth and employment. The Australian economy ...
Global interest rates have been trending down for years. In the wake of the global Coronavirus pandemic central banks are expected to continue to keep ...
There are more thresholds, caps and restrictions to manage than ever before when it comes to superannuation and Self-Managed Super Funds and more complexity lies ...
The Coronavirus pandemic has shone a spotlight on an Australian aged care system under-resourced and under pressure, with tragic results. The crisis comes on the ...
Evidence is mounting that pandemic pressures helped drive Australian divorce applications to their highest level in over a decade, as more people reevlauate their relationships ...
Every day we receive calls from clients facing a change of life circumstances that significantly impacts their finances. It could be unexpected career change or ...
Photo: A great travel memory for Alan, 14th hole at Wolf Creek Golf Course, Nevada, USA. With Victoria once again in lockdown, it's a timely ...
Making financial decisions, particularly important, long-term decisions like buying a house, establishing an investment portfolio, or choosing the right time to retire, can be stressful ...
Adapting your budget to your new reality Daily life has been turned upside down for all of us due to the COVID-19 pandemic and new ...
Useful links × Some useful website links relating to COVID-19 Australian Government Department of Health – facts and resources regarding COVID-19 Treasury – key economic response to COVID-19 ...
With job advertisements falling from their September 2022 peak and the economy slowing after rapid interest rate rises, more companies are expected to follow the likes ...
The Australia Talks National Survey (fielded in July 2019) shed light on what Australians are most worried about. When presented with a list of 27 worry factors ...
What do you imagine when you think about your retirement? Do you picture yourself in a relaxing seaside town on the Sunshine Coast? Or maybe ...
Latest ASIC research adds to the growing body of evidence around the high value of financial advice. *Over 80% agreed that planning their financial future made ...
Super regulations are always changing - there have been 43 legislative and regulatory changes in Self-Managed Super alone in the last five years! (1) While super may ...
Many of us dream about retiring overseas or enjoying extended periods of overseas travel during retirement. While drawing up your travel checklist, don’t forget ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing ...
Investing in property through a Self-Managed Super Fund (SMSF) is a popular option for many people. However, recently tightened bank lending and increasing ATO regulation ...
Whenever market volatility increases, concerned investors naturally want to know if they should do anything different to protect and maximise their wealth. As an investor ...
In their Retirement Income Report based on a survey of 7,305 Australians over the age of 40, Australian research firm, Investment Trends, revealed that only 46% of Australians ...
Most people believe there is a right time to seek financial advice – close to ‘retirement age,’ with a good amount of money to invest and ...
Updated on 4 June 2019: The information contained in this article is accurate for the financial year 2019-20 If your role has been made redundant, you don't ...
However rewarding our careers and growing families may be, most professional women also look forward to a future where they’ll have more time for ...
In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or ...
The Royal Commission continues to expose the poor conduct occurring in the banking and finance industry and we’re glad the Commission is giving a ...
There comes a time when the kids move out, you’re ready to travel or you’re getting older and the family home starts to ...
Many people are not aware of the full costs of buying a retirement village unit, particularly some of the extraordinary costs that only come into ...
Despite the downturn in residential property prices in Sydney and Melbourne, buyer behaviour indicates that many Australians still believe that an investment property is all ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets ...
How often do you think about your super balance? Twice a year? Less often? Does it matter, I hear you think? I can’t access ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
In late 2014, Philip and Fiona Beggs found themselves at a cross-roads. After long and fulfilling teaching careers and in their late 50s, Philip was considering ...
Research shows 46% of employees worry about their finances and that worry can stop them achieving at work and feeling positive about their job. It's a ...
Yes, after months of debate of debate and a federal election we finally have some certainty on Superannuation. On November 23, superannuation legislation was passed by ...
At FMD, we are always talking to our clients and community about the importance of setting financial goals and taking small steps now towards the ...
What do Australian couples really argue about? Research shows finances are one of the leading causes of marital conflict in Australia, with 34% of respondents saying ...
Despite growing media coverage about the gap in women’s super and the necessity to start growing your super blanance as soon as possible, it ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
Retirement is something people often wait for all their working lives, yet few consider how they will spend their time once the freedom to do ...
Whilst there are media conversations aplenty about the gap in women’s super it seems the message, whilst acknowledged, is not spurring women to take ...
Many people in their 30s and 40s are already concerned with their ability to save, achieve financial goals and adequately grow their superannuation for the ...
More research is coming to light that raises serious questions about the long-term investment performance of self-managed super funds (SMSFs). Recent analysis reported in the ...
In Australia today, women are helping drive the knowledge economy with 63% holding year 12 qualifications compared to 58% of men. However, findings from a recent ANZ report ...
Australians have never been more spoilt for choice when it comes to managing superannuation to fund retirement, but these choices can be so overwhelming that ...
Earlier this month the Australian Dollar (AUD) traded at its lowest against the US in more than six years with experts forecasting it will remain ...
The end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’...
There has been much commentary on the changing family unit in Australia but the reality is 70% of primary carers of children are women. Although many ...
Dear FMD, I have been thinking about purchasing a second residential investment property, and my friends suggested that I can use my super for a ...
From 1 January 2015, account based pensions will have new rules in place, changing the way Centrelink determines assessable income under the income test. The change means ...
Divorce costs the Australian economy $14 billion a year, and recent figures estimate taxpayers now pay close to $1100 per annum to support families in crisis. While ...
Is it time to get a plan?The focus around the 14th Annual Financial Planning Week this year is aimed at educating Australians on what ...
People aged 65 and over are our nation’s fastest growing age group and one million Australians already receive Aged Care – a figure set to soar ...
We recently got talking about the reasons why people avoid seeking financial advice. Here are our top six. 1. You can do it yourself The thousands ...
An article from The Australian last week highlighted the impact on pre retiree’s super balances from the Government's last minute deal with Clive Palmer ...
Australians now enjoy longer, more active lives than previous generations – a fact which has helped transform retirement as we know it. Recent figures by the ...
No debt is good debt - a popular principle our parents were taught, our politicians regularly preach and one many of us aim to apply ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
The end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
Changing role of Australian grandparents The generation of free thinkers who changed the world are now busy transforming retirement into the very antithesis of a ...
We’ve spent the last 12 years helping clients build, manage and protect their wealth and we look forward to remaining your trusted partner on the ...