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Income protection insurance – Jodene's story

Life has a way of surprising us – sometimes with amazing and delightful things, and sometimes with the unexpected. Jo, a Sydney Mum in her early 40s with two active boys, considered herself pretty healthy. She cycled to work, she ate well, and there was nothing in her health profile to suggest otherwise.

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Planning for loss

No one wants to face the prospect of their own death. Let’s face it: It’s confronting. But there comes a time when we need to put the paperwork in place, to protect our loved ones.

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Overseas investment

The Australian Tax Office figures show that self-managed super funds have less than 1.5 per cent of their investments in overseas assets. Most public-offer super funds have far more international exposure.

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Tax Efficient First Home Savings Scheme

The new First Home Super Saver Scheme offers a faster, more tax efficient way to save a deposit for a first home. The draft plan was devised and proposed to the Government by two financial planners, Orange local Peter Roan and Julie Matheson of Perth.

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Global Growth

The All Ordinaries Index of Australian shares fell 4.7 per cent last week. In the US the Dow Jones lost 8.9 per cent and the S&P 500 fell 7.2 per cent. Shares in Europe, Japan and China also sold off. Some days saw big falls but there were also days of recovery.

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Future of advise blog

As technology-based platforms gain media attention because they have ‘lower operating costs’ and are accessible 24/7 from a smartphone, that’s pretty much all this technology has to offer over financial advice provided by an experienced and qualified human financial advisor.

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Bitcoin

There is never any shortage of people attracted to the idea of getting rich quickly without effort. The latest evidence is the bitcoin story. Financial advisers are often asked if bitcoin offers a real investment opportunity.

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Pre-Retirement Pension Tax

It is now more than six months since the Government introduced its new fifteen per cent tax on the income in pre-retirement pension accounts. This has made them much less attractive for some people but they still offer valuable benefits for others.

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Money Matters Monday 22nd January 2018

Diversified growth portfolios with up to 70 per cent of their money in growth assets made 12.1 per cent average. Australian shares did well, overseas shares had an excellent year and property was sound.

The period since 2010 has been generally positive as markets have recovered from the global financial crisis and investors have regained their confidence. Is a slump due in 2018?

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