Just prior to Christmas, the Federal Government delivered a gift to many older Australians who may be considering downsizing the family home. This was in the form of legislation passed by Parliament termed ‘Downsizing Super Contributions’. Read more
In recent years, despite the improving global backdrop and more synchronised economic expansions across both developed and emerging countries, there has been an absence of broad-based inflationary pressures, with wage inflation unusually weak, despite tightening labour markets. Read more
When we discuss Trauma insurance with clients, they often tell us that they have private health cover, so they don’t see the need for trauma insurance. In reality, these two kinds of insurance are very different. There is a general belief that, if you have private health insurance, all your medical expenses are covered in the event of a significant illness. Unfortunately, this is often not the case. Read more
The Institute of Managed Account Professionals (IMAP) has announced the establishment of an industry working group to develop data standards for the exchange of managed accounts model data. Read more
Donna Picton’s primary role may be branch manager and private wealth adviser but she views mentoring as a natural extension of her core roles. Read more