The new rules that govern when a transition to retirement income stream (‘TRIS’) enters retirement phase give rise to a number of complex issues in the context of reversionary nominations... read more →
Ask any woman juggling career, home and family and she’ll tell you it’s a hard slog. Yet as retirement looms, dreams of enjoying the rewards of all that work are... read more →
A very good short article that reminds share market investors of the role dividends play. This can provide comfort to our readers when share markets are particularly volatile. When we... read more →
While interest rates remain at historically low levels in many parts of the world, including Australia, thousands of mortgage holders have enjoyed lower repayments; but interest rate movements mean different... read more →
Life in your 50's is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what... read more →
Ready or not, the end of the year is fast approaching and now is the perfect time to start thinking about the year(s) ahead. In particular, this time of... read more →
With the end of the financial year looming, now is a good time to be thinking about your end of year superannuation strategies. It may also help you to avoid... read more →
Today the Financial Review Smart Investor congratulated Andrew Frith of Leenane Templeton Wealth Management for his outstanding achievement making the Nations Top 50 Honour roll in the 2012 Masterclass for... read more →
The Two Compared Fixed income investments have returned to popularity on the back of recent market turmoil. So what is the difference between bond fund and term deposit? The... read more →
Quality shares (and managed share funds) are expected to generate higher returns than most other asset classes over the long term. The return from quality shares comprises a growing income... read more →
A. Australian Share Market This article is a partial summary of an article published in Issue #536 of IFA Magazine, January 2011. "The second year after a major... read more →
Regular reviews of your financial plan are important steps to optimising your financial security. Dealing with changes The financial world is always changing. Political, economic, legislative and social factors will... read more →
The Pyramids at Giza in Egypt have stood for more than 4500 years. They have stood the tests of time because the base foundation structure and each layer above... read more →