News - Superannuation & Pensions
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...
Your Shares: Coronavirus – The Black Swan?
February 2020 - by Scott Keeley
As I write this, worldwide markets are in the midst of a decent sell-off. The US have erased 2020’s gains in...
The Ethical Conundrum!
February 2020 - by Wakefield Partners
With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests...
SMSF Investment Strategy Chaos: What are they and how do they effect you?
October 2019 - by Wakefield Partners
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When...
Getting more out of your pension!
October 2019 - by Scott Keeley
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. ...
Are you financially prepared for retirement?
October 2019 - by Wakefield Partners
Transitioning from working life to retirement can be an exhausting and nerve racking time. With so many aspects to consider many people...
Preservation age – When can I access my super?
October 2019 - by Wakefield Partners
1 July 2015 represents more than just the start of a new financial year! As most financial advisers would know a...
Changes to the Centrelink Pension Income Test
October 2019 - by Wakefield Partners
From 20th September 2009, a number of changes will occur to the Income Test used to determine the rate of pensions...
“The Devil is in the Detail” – Changes to the Age Pension Asset Test to come into effect 1st of January 2017
October 2019 - by Wakefield Partners
Earlier this year, legislation to tighten the Age Pension Asset Test passed through the senate. At first glance, it would appear...
“I don’t need financial planning advice”
October 2019 - by Scott Keeley
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
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