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Investor News

Stay informed with our quarterly articles.

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Top-up your super with help from the GovernmentTop-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.

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Make insurance more affordable It mayMake 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.

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Protecting yourself from investment scamsProtecting yourself from investment scams

The growing rate of scams we’re seeing aren’t going away, they’re getting more sophisticated. So, the best thing we can do is learn how to protect ourselves from them.
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Get 2024/25 off to a great startGet 2024/25 off to a great start

The beginning of the financial year is a great opportunity to review your financial situation. Here are five areas that you may wish to review early this financial year.
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Federal BudgetFederal 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.

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Changes to tax cuts from 1 July 2024Changes 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.

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Centrelink have updated pension ratesCentrelink 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.

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We're here to help

To find out more about these articles and understand how they may apply to you, contact your financial planner.

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Ben HolianBen Holian

Hawthorn East

anjali-sharma

Anjali SharmaAnjali Sharma

Hawthorn East

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Paul PatmanPaul Patman

Moonee Ponds

steven-perrett

Steve PerrettSteve Perrett

Hawthorn East

Important information

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.