News - Pre-Retirees & Retirees
Not Another End Of Financial Year Checklist!
May 2020 - by Elise Treagus
For many, the looming End of Financial year triggers frantic concerns about whether everything that should have been done, has been...
Where There’s a Will There’s a Way!
May 2020 - by Lynette Anderson
Are you one of the 50% of Australians that doesn’t have a Will? Too many times people pass away without a...
State of Play – The Focus Shifts to Dividends
May 2020 - by Scott Keeley
Now that the bargains have perhaps been snapped up, time to consider how these companies will look in the short to...
I’m Only Allowed To Give Away $10,000!
April 2020 - by Scott Keeley
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
Your Shares: Here Come The Capital Raisings!
April 2020 - by Scott Keeley
Capital Raising at times of market distress always create a conundrum for the retail investor. As I write this, of the...
DIY Super Assessment – Pretty Easy Stuff!
April 2020 - by Elise Treagus
Superannuation is currently topical and it can be daunting, but it doesn’t need to be. There are a few simple things...
Receiving an Income Stream from your super? Read this….
April 2020 - by Elise Treagus
It was announced by the Federal Government on the 22nd of March 2020 that the income stream minimum requirements have been...
Dragged Out Your Super Statement? We Need To Talk….
April 2020 - by Elise Treagus
With plenty of time on their hands, people are also now looking at their super as a priority. The opportunity for...
The Pandemic and Early Superannuation Access
March 2020 - by Elise Treagus
Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover...
Your Shares: The Stimulus Isn’t Working!
March 2020 - by Scott Keeley
Massive stimulus packages aren’t a new thing. You’d be forgiven for thinking that recent Australian packages should have had more of...
Tom Hanks, Toilet Paper, Trump and Travel Bans
March 2020 - by Scott Keeley
Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t...
The Power of Compound Returns
February 2020 - by Lynette Anderson
Some rules never change and the fundamental rule for long term investors is the power of compound returns. The above graph...
Like what you’ve seen? You can get occasional updates sent to your inbox.
One of our major goals at Wakefield Partners is to ensure that all cilents from all sectors are kept up to date with the latest changes and opportunities that may affect or improve outcomes for them.
While we're not in touch with each and every one of you on a weekly basis, we would like to be able to bring these updates to your attention whenever we can.
Subscribe to our newsletter, and we'll do our very best to deliver appropriate and timely updates to your inbox!
Subscribe to our newsletter for updates
If you’d like to have the occasional update delivered to your inbox, simply add your name (optional) and email address below.