A common theme to arise from the ongoing Royal Commission is a realisation that big does not always mean better. A high proportion of the scandals that have been uncovered…
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We recently attended a briefing by one of our preferred international fund managers. The purpose of the presentation was to highlight to us the depth of research they undertake and…
Commonwealth Bank of Australia (CBA) has announced a large portion of their Wealth Management business, including Colonial First State (CFS) and Colonial First State Asset Management (CFSGAM), will be demerged….
The Royal Commission, which we initially dismissed as irrelevant to our clients and our practice, has morphed into an investigation on many aspects of the Australian financial system, including financial…
We seem to always be asking our clients for current identification, such as Drivers Licence or Passport. It is a requirement under the Anti-Money Laundering and Counter Terrorism Financing Act…
New legislation was passed in December 2017 which is aimed at assisting Australians to purchase their first home. The First Home Super Saver Scheme allows clients who are saving for…
In response to mounting pressure on housing affordability in Australia, the Government has looked to incentivise older Australians considering downsizing, to take the leap. Previously, selling the family home may…
This is not new legislation, but there has been a significant improvement to the Offset eligibility. 2017/18 is the first financial year for the new increased income thresholds that apply…
