Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Many investors concentrate on building their nest egg during their working lives to pay or help pay for their retirement but fail… Read More »Four steps to plan for a better retirement
How parents and advisers can work together to manage intergenerational wealth transfers. We’re told our time horizon shrinks as we age. This makes sense, because the closer we get to retirement, the less time we have left to accumulate wealth.… Read More »Connecting an adviser with your children
The potential estate complexities of dying without a will Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What did the artist Picasso, musicians Bob Marley and Aretha Franklin, and… Read More »The potential estate complexities of dying without a will
Super contributions are set to rise in the next financial year. The six monthly average weekly ordinary time earnings (AWOTE) were released on February 22, indicating that concessional and non-concessional contributions caps will be increasing effective from 1 July 2024.… Read More »Changes to superannuation contributions for the 2024-25 financial year
Quarter in review Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central banks signalled a pause and markets began to price in a potential path for rate… Read More »Wealth Architects Quarterly Economic and Market Update December Quarter 2023
Quarter in review Global equities advanced at the start of the quarter amid signs of easing inflationary pressures, resilient economic data, and growing confidence among investors that the Federal Reserve may have orchestrated a ‘soft landing’. However, this… Read More »Wealth Architects Quarterly Economic and Market Update September Quarter 2023