A Wealth of Advice

When Unexpected Illness Strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight. At the time of her diagnosis, Wendy, then 47, was loving life, enjoying peak career success working for a pharmaceutical company, and a newfound romance with David, whom she had met six months earlier. At first, Wendy…

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June 8 2017 Article ByAnne Street Partners

The Turbulent Home Loan Market – Where Is 2017 Taking Us?

So far 2017 has proven to be a turbulent ride for home loan interest rates and all the signals are pointing towards higher rates on the horizon. So why are rates starting to increase and what can you do to ensure your lending remains in line with your life? Jason Dunn, General Manager, Strategy &…

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May 23 2017 Article ByAnne Street Partners

SMSF – What’s the Starting Point?

There has been plenty of discussion from a range of different sources on the optimum superannuation balance to setup a Self-Managed Super Fund (SMSF) – but much of it is up for debate and most SMSF providers have their own guidance on what they feel is a correct level of funds. Perhaps you’ve thought about…

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May 23 2017 Article ByAnne Street Partners

Boost Your Super Before the Rules Change

Did you know the amount you can contribute to superannuation will decrease from 1 July 2017? Paying extra into your superannuation now may make a big impact later in retirement. Making before-tax contributions Right now the total amount you can contribute to your superannuation before tax, is capped at: $35,000 per year if you are…

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May 23 2017 Article ByAnne Street Partners

Self-Managed Superannuation Funds Can Have Considerable Benefits for Many

Self-managed superannuation funds (SMSFs) have been the fastest growing sector of the superannuation industry for the past decade, as many investors and retirees have begun to realise the potential benefits. According to data from the Australian Taxation Office (ATO), the number of SMSFs in operation has grown from less than 100,000 in 1994 to 582,000…

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February 7 2017 Article ByJason Dunn (GM Strategy & Distribution)

Striving for Balance with Work and Life

Work-life balance for four out of every ten working Australians is actually getting worse, according to a report by The Australian Institute Think Tank in November of last year. The study also found Australians are donating $110 billion in free labour each year by giving extra time to work without being paid. This means the…

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November 25 2016 Article ByAnne Street Partners

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