


Making the Most of your Assets

Granny Flat Interests
Families living together to provide support and care for one another is not a foreign concept, however as the need for assisted care increases so do the associated costs, conversely the ability to ‘age at home’ decreases.

Infrastructure as an Investment Asset Class
Caught between the lack of adequate income return from safe Government bonds and bank deposits etc and the elevated risk of higher yielding traditional equities, investing in infrastructure projects might well represent a happy compromise.

Uncertainty Still Ruling the Roost
Geopolitically the world appears to be sliding into greater uncertainty.

Income for Living
Are you so interested in the potential increase in the value of your home or the fluctuating value of your shares that you are forgetting about ‘how best to put food on the table’ from good long term income producing dividends? A serious medium to long term investor striving to become financially independent would prefer to rely on the income from dividends rather than the daily fluctuations in share prices.

Tearing the Sheets Means Keeping the Spreadsheets
Divorce is a word that hits hard. It’s much more fun to talk of weddings, anniversaries, birthdays, and the building of families and fortunes.

Federal Budget 2016 – Proposed Super Changes
The recently delivered Federal budget contains a number of proposed changes to Superannuation provisions with potential effects both for accumulation funds, i.

World Economy and Investment Markets – Deteriorating or Improving
We keep being bombarded by missives of uncertainty, volatility, slowing economic growth around the world and faltering levels of consumer confidence.

Tax Exemption on Pension Earnings Removed
Tax exemption on TTR pension earnings removed – but TTRP strategy still useful The tax exempt status of income from assets supporting transition to retirement (TTR) pensions will be removed from 1 July 2017, with earnings to be taxed at the Super accumulation tax rate on earnings of up to 15%.