SMART Life - Issue 17 - Winter 2024

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SMART Life - Issue 17 - Winter 2024

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Considering an offshore retirement? Four things to do before you go.

Australia has become an expensive place to live, so it’s not surprising that the lure to retire at an idyllic, low-cost, offshore location is getting a lot of attention. We discuss the pros and cons.

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Why the push for companies to do the right thing is good for Australian share market investors.

As tensions between Australia’s largest companies, their customers, and the federal government flare, companies such as Woolworths, AMP, and Qantas are placing a higher priority on measuring their community reputation.

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Mastering your retirement: Is an SMSF the ultimate retirement strategy for you?

A Self-Managed Super Fund (SMSF) is a type of superannuation fund that gives members greater control over their retirement savings. Unlike traditional super funds, where investment decisions are made by professional fund managers, members of an SMSF act as trustees and are responsible for managing the fund’s investments and compliance obligations.

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Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


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24 Oct

Market Wrap - September 2024

The presidential election in the US on 5 November could dominate headlines during October, before the next meeting of the Federal Reserve later that same week. Investors are already debating whether a further reduction in borrowing costs in the US could be announced following this meeting.


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24 Sep

SMART Life - Issue 18 - Spring 2024

The global economy is being shaped by conflicting triggers. These include productivity-boosting technology innovations, geopolitical tensions and the strident efforts of central banks to bring inflation under control. We examine the economic outlook and discuss the implications for your retirement savings.


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31 Jul

Market Wrap - July 2024

With inflation coming off the boil, there was optimism that borrowing costs have peaked and could be lowered later this year. In turn, this could be beneficial for corporate earnings.


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