News - Superannuation & Pensions
“I’ll come and see you when I’ve got money to invest!”
October 2019 - by Scott Keeley
I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...
Spring Cleaning?! Have You Resolved To Get Your Finances In Order?
October 2019 - by Wakefield Partners
With the changing of the seasons comes the time to open the windows, wash all the linens and clear out the...
Age Pension – The real basics
October 2019 - by Scott Keeley
As a financial adviser with a background working at Centrelink, it’s natural that I specialise in providing advice to retirees regarding...
How Much Super is Enough?
October 2019 - by Wakefield Partners
Many years ago there was a wise old financial adviser who worked in country South Australia. Each year in May and...
How to Save Money (on a limited income)
October 2019 - by Wakefield Partners
As financial planners we get to meet people from all walks of life, from the well heeled to those who have...
SMSFs are Booming
October 2019 - by Scott Keeley
Last week I was chatting to a client who is a recent convert to self managed super. Mid way through our...
Super no longer Super?
October 2019 - by Wakefield Partners
Recently I was talking to a farmer about his super fund. He described how several years ago his accountant had recommended...
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