Financial Oracles

04/08/2017

Take 5 minutes to answer this quick questionnaire then contact us should you wish to discuss.....

http://www.australianunitymoneyinsights.com.au/2017/04/your-business-financial-wellbeing-checklist/

Could your business afford to pay out an owner or their estate for their share of the business if that owner was forced to leave the business due to illness, injury or death?

05/07/2017

Find out how you could save hundreds of dollars a year on your life insurance https://goo.gl/DWvHXQ

Most families are carrying significant financial risk should the unexpected happen. The big question you have to ask yourself is:

15/06/2017

The new Superannuation rules are almost upon us, here is a quick summary of the changes effective from 1 July 2017.....

The recent changes to the superannuation rules are designed to further limit the amount of money Australians can keep in the tax advantaged superannuation system. So, where does that leave you for your superannuation planning for this financial year? Here’s a brief summary of the key issues:

31/01/2017

Firstly, the inauguration of Donald Trump as US President seems set to see an increase in tension between China and the US. The obvious flashpoints being China’s territorial claims over the South China Sea, trade and the US accusations of China manipulating its currency.

15/11/2016

In the 2016 Federal Budget, the government proposed a number of changes to the superannuation rules, some of which were to apply from Budget night (i.e. 3 May 2016). Since then, there’s been a lot …

23/08/2016

Find out how long will your savings last in retirement

To roughly work out the life expectancy of your retirement savings, just go to the column which matches the average annual earning rate your investments should achieve (net of fees), then move down that column until you reach the average annual drawdown rate (see far left hand column) you will be ma...

17/08/2016

Will you be affected by the governments proposed $1.6 million cap on super pension accounts? Contact us to discuss your options.

The biggest change to tax-free pensions since they were introduced is on its way.

03/08/2016

Do you have enough life insurance? Research shows that Australian families have only 38% of the cover they need...

If something unexpected happened and you could no longer financially support your family, it would be comforting to know that your life insurance would provide for you. But recent research from Rice Warner suggests that wouldn’t be the case for most families.

05/07/2016

Here's a good benchmark against which to measure the return generated by shares....

06/06/2016

The rules for super contributions might be changing soon, but here's how much you can contribute this year

25/05/2016

Anthony Java is just 29, but owns seven investment properties via a little-known tax law loophole.