News and Updates
Eight New Year’s Resolutions To Help You Become Smarter, Happier and Richer
My Eight New Year’s Resolutions for your finances, to get 2022 (and the rest of your life) off to a cracking start.
February Newsletter
In this edition: The Importance of Estate Planning | 5 Money Rituals to Adopt | Access to Advice Boosts Economy | Financials Return to Strong Dividends | SMSFs to Enter SuperStream Regime
January Newsletter
In this edition: Regulatory Compliance News | How Much Super Should I Have? | Researchers weigh in on cryptocurrency | 5 Financial Goals for 2021
December Newsletter
In this edition: End of Year Wrap | BT Ongoing Advice Fee Review | NSW Property Tax Proposal | Elder Financial Abuse | Barriers to Advice Costing $630bn | 21 Trends to Watch in 2021
October Newsletter
In this edition: Migration from BT Wrap to BT Panorama | Meetings Virtually a Permanent Change | 6-Member SMSF Bill Introduced to Parliament
September Newsletter
In this edition: Lonsec warns investors to buckle up | Value of Advice Report 2020 | Australia to introduce Director Identification Numbers | How can I make my retirement dream a reality?
August Newsletter
In this edition: Your super, your choice | Proposed increase to work test age | DocuSign | 10 investment themes for the next 10 years | 7 items your estate plan may have left out
July Newsletter
In this edition: BT End of Financial Year Wrap | How a Recovery Takes Shape | Fines for Ineligibility to Super Access | HomeBuilder Grant Program Released |
June Newsletter
In this edition: Words of Wisdom | Are you due a windfall? | The benefits of staying invested | Contribution flexibility for older Australians | Tax consequences of working from home
April Newsletter
In this edition: Making rational decisions in an emotional time | Help for retirees and pensioners | Cyber crimes on the rise | Working from home threats | Home office tips
March Newsletter
In this edition: Taking care of each other and ourselves | Market commentary from Vanguard | Cash flow management | Call to reduce minimum pension drawdown
February Newsletter
In this edition: Centrelink News | The Value of an Advisor | Stimulus Package | Keeping Well