A Good Ethical Investment with Great Returns

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The idea of ethical investment sounds good, but until recently we have had difficulty finding a fund that we could confidently recommend to clients. We believe we have found an ethical fund that has great merit (more on that later). But first a few points on why ethical has been hard to deliver: 1) Lack of Clarity One of the …

Five Things To Think About With Your Super

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Recently Steve was quoted by News Limited journalist Anthony Keane. Here is an extract of the article. A FRESH bunch of superannuation rule changes came into force on July 1, opening some new opportunities for Australians to build bigger nest eggs. While the new rules lowered the cap on tax-deductible contributions to $25,000 a year and introduced more restrictions for …

The Sweet Spot

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Recently we helped out with the latest Money Magazine cover story.  We looked into the effect of the new asset test rules on how much money one will need to live on.   Here is the original information that our technical chap, Peter Kelly of Centrepoint, came up with: “I have found the ‘sweet spot’ in terms of maximised income that …

Regional Property Move

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This month Steve was asked to provide comment for the Ask The Experts section for Money Magazine. (He’s also quoted in the cover story). We have reproduced here the details and Steve’s response: NAME: James Joyce (name has been changed) STATUS: Recently moved and bought a house in a regional town. QUESTIONS: How do I build a group of people …

A Safe Place for your Money?

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Recently I was asked to write a piece for the July issue of Money Magazine.  This was for the Ask The Experts section (I have also commented in the current, June issue which is out today).  Here it is below – I have changed the names. ASK THE EXPERTS NAME: Paul and June STATUS: Both are pensioners with Paul working …

What if you Still Have a Mortgage When you Retire?

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Recently I wrote this article for the Money Magazine website: Many Australians are providing financial assistance to their adult children – in many cases, they are giving them money for home deposits, according to recent research from REST Industry Super. REST also found that 46% of older working Australians expect to retire in debt, with one-fifth retiring with a mortgage. …

Retiring Well

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Recently I was asked to submit an article to Money Magazine on what should one do with an extra $200 per week for five years. My focus was on Retiring Well. This is my response below – which you can read now, unedited! The pre-eminent savings vehicle for retirement in Australia is superannuation. However, there are now more limited caps …