Posts by Gerard Haskew
Money Hacks
Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should be an essential life skill. A reason to save For many teenagers and young adults…
Read MoreSuper Reforms
Significant changes to contribution limits to super could prove a challenge The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until…
Read MoreSavings Plan
How can you give your kids a kick start? Starting an Investment Plan now can help! With the start of the School year underway and the first week back over, now is a great time to start a regular Investment Plan. #startnow#investforyourkids #investmentplan #leadingadvice
Read MoreWorry-Free Retirement
Time to take action for a worry-free retirement. As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and…
Read MoreEnd of year checklist
It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. Now is also a great time to reflect on the changes to your situation over the last 12 months and ask yourself – does your financial plan need tweaking or updating?
Read MoreWhen the market doesn't matter
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with…
Read MoreA Trump Presidency
Market Watch Donald Trump’s victory in the US Presidential election has sent shock waves across the world. Even many Republicans have been surprised by the party’s unexpectedly strong performance, which is likely to see it keep a majority in both the Senate and House of Representatives, as well as winning the Presidency. The implications are…
Read MoreProperty and super
Beware the pitfalls Recent years have seen a rush of investors buying property through super. But while the strategy has its advantages, there are also some potential risks to be aware of. The pitfalls While property has been a good performer in recent years, property investing still involves a number of risks. Some hidden costs…
Read MoreShot with Ian Thorpe
It was great to get a shot with Ian Thorpe OAM at the AFA National Conference in Canberra. Together with other members of the AFA Community, over $70,000 was raised to support selected conference charity partners menslink, ReachOut, Women’s Housing, Black Dog Institute, and MS Research Australia. Our donation went to ReachOut. In addition, the AFA announced support of…
Read MoreSupercharge your portfolios return
How dividends can supercharge a portfolios return As we are in a low interest rate environment at the moment it can be quite lucrative to understand and utilise the benefit of franked dividends, particularly within the superannuation environment. How does it work? Listed companies that have paid tax at the company tax rate of 30%…
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