Investor News
Stay informed with our quarterly articles.
Top-up your super with help from the Government
If your income is under a certain threshold, then making personal after-tax super contributions could enable you to qualify for a Government co-contribution.
Make insurance more affordable It may
It may be more affordable to take out life and total and permanent disability (TPD) insurance in a super fund rather than outside super.
Protecting yourself from investment scams
Get 2024/25 off to a great start
Federal Budget
The Treasurer delivered the Federal Budget on Tuesday 14 May 2024. We are providing you an analysis for the Federal Budget which we received from our partners, IOOF Service Co Pty Ltd.
Changes to tax cuts from 1 July 2024
The Government has passed legislation to amend the tax cuts which apply from 1 July this year. We explain these changes along with some things you may wish to think about to help maximise your savings.
Centrelink have updated pension rates
On 20 March 2024, Centrelink adjusted the maximum pension rate and increased the corresponding income and asset test limits. We developed a summary of the new rates, thresholds, and your Centrelink obligations.
We're here to help
To find out more about these articles and understand how they may apply to you, contact your financial planner.
Ben Holian
Hawthorn East
Anjali Sharma
Hawthorn East
Paul Patman
Moonee Ponds
Steve Perrett
Hawthorn East
This information does not take into account your objectives, financial situation or needs. Therefore, you should firstly consider the appropriateness of the general advice contained in each article considering your own objectives, financial situation or needs.