2020 Federal Budget Review

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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Is an SMSF right for me?

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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10 tax planning tips for 2020

By Terri Bradford

28 April 2020, 8:45 AM

Will you be ready?  Don't let COVID-19 distract you from the things you would normally focus on at this time of year.  It's time to get back on track. In this piece, I provide my top tips to best prepare for this year’s tax season. 

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Eligibility for Age Pension - has your situation changed?

By Terri Bradford

26 March 2020, 4:00 PM

Markets have fallen over 20% in the past two months. As a result, many retirees are experiencing a significant drop in the value of their superannuation retirement funds. Where previously a retiree may not have been eligible for Age Pension benefits, has their situation changed as a result of the falls?

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Summary of the economic response to COVID-19

By Terri Bradford

24 March 2020, 12:30 PM

The Government’s economic response is designed to support businesses in managing short-term cash flow challenges, provide support to individuals, severely affected communities and regions, and to ensure the continued flow of credit in the Australian economy.

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