All posts by Terri Bradford
Director, Wealth Management
By Terri Bradford
30 March 2021, 2:15 PM
We answer the commonly asked question, is it better to invest directly into listed securities or invest into a managed investment fund?
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By Terri Bradford
22 February 2021, 2:55 PM
It is a smart move to put money aside for your children's future expenses. We discuss the more common issues surrounding investing for minors, and strategies to address these issues.
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By Terri Bradford
09 February 2021, 10:20 AM
Three ways to maximise your savings potential using available superannuation strategies.
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By Terri Bradford
04 January 2021, 12:00 PM
Is your current asset allocation right for you? We highlight the importance of strategic asset allocation in managing risk and the need to rebalance your portfolio at least annually.
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By Terri Bradford
03 December 2020, 11:30 AM
What is apparent from this review is that the retirement system in Australia is complex and confusing for consumers. Are you missing out on maximising your retirement potential?
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By Terri Bradford
08 October 2020, 10:55 AM
The 2020 Federal Budget is touted as an 'Economic Recovery Plan for Australia'.
We summarise those measures that have been proposed in this year's Federal Budget from a Wealth Management/Financial Planning perspective.
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By Terri Bradford
29 September 2020, 2:50 PM
Without a doubt self-managed superannuation funds (SMSFs) have become the superannuation fund vehicle of choice for many Australians. But you need to ask yourself the following questions.
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By Terri Bradford
03 September 2020, 11:50 AM
Do you have multiple employers? Find out how you can avoid exceeding your annual concessional contributions cap.
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By Terri Bradford
23 June 2020, 3:45 PM
From a tax and investment perspective, depending on what is appropriate, it may be useful to defer income to the new financial year where possible, bring forward deductible expenses and minimise capital gains, if any. As always, speak to your accountant for specific tax advice.
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By Terri Bradford
18 May 2020, 7:00 AM
Regular savings plans enable you to invest your surplus income at a flexible level while allowing you to access your funds if required
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