Alternatives in Multi Asset Portfolios
Brendan Paul, Senior Portfolio Manager, provides an overview of the role of Alternative assets within Multi Asset Portfolios.
Federal Budget 2018
May 2018 Personal Income Tax The Government is introducing a seven year Personal Income Tax Plan. The first step provides permanent tax relief to low and middle-income earners to help with the cost of living pressures. The second step provides relief from bracket creep by increasing the top threshold of the 32.5 percent personal income…
Investment Update – First Quarter 2018
Tony Edwards provides an investment update for the first quarter of 2018 and a market outlook for the coming year ahead.
The ‘Claytons’ superannuation contribution – the downsizer contribution you make when you’re not downsizing!
By Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth April 2018 From 1 July this year if you sell your home and are aged 65 or more then you may be able to contribute some or all the sale proceeds into superannuation. These contributions, known as ‘downsizer contributions’, allow you to boost your super…
Record award in estate of John Hemmes
By Donal Griffin (courtesy of Cuffelinks) April 2018 In February 2018, the son of a six-year affair between the late business mogul John Hemmes and Fiona Cameron was awarded $1.75 million [Estate Hemmes; Cameron v Mead [2018] NSWSC 85] from Mr John’s (as he was known) estate. This is a new record and, while the…
Four checks for super downsizer contributions
by Julie Steed The downsizer contributions legislation will allow an individual aged 65 years or over to use the proceeds of the sale of one main residence to make contributions of up to $300,000 to superannuation for themselves and/or their spouse. The legislation became law in December 2017 and is designed to reduce pressure on…
Women’s super needs protection of reversionary benefits
By David Bell And Estelle Liu International Women’s Day and the focus on equality in superannuation outcomes continues to gain momentum. Congratulations to all involved, notably Women in Super. The progress emphasises this is no time to take a step back on women’s rights to retirement savings. According to the Women in Super website, women…
Flexibility around the date of your retirement
By Neil Rogan (on behalf of Cuffelinks) Most people would love to choose when they retire, preferably before they are too old to enjoy it. At the same time, because people are living longer, they need to be realistic about how long they are likely to be in retirement and how much money they will…
The gift of education and the cost of funding it
By Neil Rogan (on behalf of Cuffelinks) Benjamin Franklin said that “an investment in knowledge pays the best interest”, but given the rates of interest on offer at the moment and the spiralling costs of education, saving enough to fund your kids’ or grandkids’ education can be a real challenge. Wouldn’t it be great to…
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