All posts by Terri Bradford
Head of Wealth Management
By Terri Bradford
16 May 2022, 3:15 PM
How you can use superannuation to manage capital gains.
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By Terri Bradford
30 March 2022, 8:30 AM
There is no doubt this is a pre-election Budget. From a wealth management perspective, there was little news - which was to be expected considering the Government will be calling a Federal Election sometime in May. Our summary of the 2022 Federal Budget follows.
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By Terri Bradford
29 March 2022, 4:55 PM
The First Home Super Saver Scheme ('FHSSS') is intended to assist first home buyers to enter the housing market by allowing them to build a deposit on a home via their superannuation.
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By Terri Bradford
24 March 2022, 9:30 AM
As part of its "housing affordability" theme in the 2017 Federal Budget, the Federal Government is incentivising older Australians to downsize their family home by allowing them to invest the proceeds into superannuation.
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By Terri Bradford
23 March 2022, 11:00 AM
We take a look at potential strategies as a result of the changes from 1 July 2022.
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By Terri Bradford
11 February 2022, 9:00 AM
Treasury Laws Amendment (Enhancing Superannuation Outcomes for Australians and Helping Australian Businesses Invest) Bill 2021 has passed both Houses and is waiting Royal Assent.
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By Terri Bradford
25 January 2022, 4:50 PM
Salary sacrifice arrangements, when managed correctly, can be an effective method for building additional wealth for retirement. But what are the rules?
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By Terri Bradford
04 January 2022, 10:00 AM
Investing is a bit of a balancing act - juggling the risk of investing against the returns you're hoping for. The higher the return, the higher the risk. The lower the return, the lower the risk.
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By Terri Bradford
06 December 2021, 10:00 AM
How long you continue to derive income from your saved capital will obviously depend on how much you spend each year – and how much you actually “spend” could be different to what you had "planned" for. Terri Bradford, Head of Wealth Management, looks at the numbers.
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By Terri Bradford
03 November 2021, 9:30 AM
One of the fastest growing sectors of the Australian sharemarket are Exchange Traded Funds (ETFs). ETFs are investment vehicles that provide exposure to a basket of shares, listed property, commodities or currencies.
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