It was announced by the Federal Government on the 22nd of March 2020 that the income stream minimum requirements have been halved. What does this mean for you? If you are accessing your …
Dragged Out Your Super Statement? We Need To Talk….
With plenty of time on their hands, people are also now looking at their super as a priority. The opportunity for younger people to access super prior to retirement has many dusting off …
The Pandemic and Early Superannuation Access
Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover Salt & Pepper Tofu is staring at me. However, the ability to …
Your Shares: The Stimulus Isn’t Working!
Massive stimulus packages aren’t a new thing. You’d be forgiven for thinking that recent Australian packages should have had more of an impact on our sharemarket. In October 2008, the US Congress approved …
Tom Hanks, Toilet Paper, Trump and Travel Bans
Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t Start The Fire”. When I listen to it now, I try to …
The Power of Compound Returns
Some rules never change and the fundamental rule for long term investors is the power of compound returns. The above graph compares two investors, Mrs Boomer and Mr Smashed Avocado. Mrs Boomer invests …
Your Shares: Coronavirus – The Black Swan?
As I write this, worldwide markets are in the midst of a decent sell-off. The US have erased 2020’s gains in the space of one night! Although evidence suggests that coronavirus is being …
The Ethical Conundrum!
With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests for ethical investments than ever before. But what does ethical investing mean? …
SMSF Investment Strategy Chaos: What are they and how do they effect you?
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When preparing an investment strategy, you as Trustee must consider many factors that …
Getting more out of your pension!
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. In my face-to-face encounters or phone calls, getting the most out of …