Planning a Holiday?

Even though summer is here, it’s not too late to do your financial planning for the holidays – or start planning for 2019. Here’s how to minimise your financial stress for a well-deserved break.

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Update On Quintis Ltd

As many of our clients have an interest in this business, we provide an update on the most recent meeting of shareholders.

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Last Your Money Column for 2017

May not have Rowan Jones' profile, but at least the message is out there. Stand my for more money guidance in 2018.........oh, and don't blame me for the spelling of "dammed". That's on the editor :P

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The Pros & Cons of Downsizing

We're always happy to be quoted in the press. In a feature on retirement issues in The West Australian, Wayne was asked his views on the government initiative of encouraging retirees to "downsize" the family home to free up funds to add to super.

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Melbourne Cup holds superannuation message.

Like the race that stops the nation, past performance, management and weight can be indicators of super success, says a KPMG super and tax partner alongside his tips for the Melbourne Cup.

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Would a Reverse Mortgage Help Ease the Squeeze?

In his article on this subject which featured on SMH online yesterday, Sydney Morning Herald journalist, John Collett sought the opinion of Wayne. along with others, on the role reverse mortgages might play in the financial lives of older Australians.

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Interest rates locked in until 2020 says Westpac chief economist

We at Paramount Financial Services Group have been in the "No Rate Rise Soon" camp for quite some time. Turns out Westpac Chief Economist, Bill Evans, agrees. That says two things; 1. Don't go fixing rates any time soon, and 2. Don't get your hopes up about rising real estate prices in Perth.

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Take Advice Before Shifting UK Pensions

As promoted on 7 News Perth last night, today's Your Money liftout in The West Australian - thewest.com.au focussed on UK pension transfers. Primary contributor to the liftout was our own resident (and, arguably WA's foremost) UK Pension expert, John Goldie, referred to in the article as Principal of Sterling Planners, which is the brand under which we trade for UK pension advice. If the feature prompts any questions, John's the man to answer them.

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Are we the key to you retiring in comfort?

Australians who engaged a financial professional were more than three times more likely to feel better prepared for retirement than their counterparts that went without financial advice, according to an MLC report.

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Access the Live The Dream Research Report

Our research revealed that Australians who are living the dream are nearly three times more likely to seek financial advice than those not living the dream! The FPA Live the Dream research report contains this and other compelling insights.

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The Advice Business of the Future

Wayne was one of a number of financial planners asked for their views on what the successful financial advice business of the future would look like.

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Many a true word spoken in jest.

While we know this isnt what actually happens over there in the puzzle palace, sometimes it feels like it. If youre confused about the latest bout of super changes, plus those from last year that are just about to kick in, give us a call

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New Measure Allows Released Home Equity to be Added to Super

An announcement in the recent Federal Budget proposes that those over 65 can add equity released from selling their home to their super without having to meet age, work or limit tests. But, as Wayne points out to readers, caution needs to be exercised to ensure that you end up better off.

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Where to now for Australian house prices?

SMSF Adviser talks to AMP Capital’s chief economist Shane Oliver who answers the ‘million dollar question’ – will prices ever level out in the Australian residential property market?

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Tax effective investing above $180K

As a general premise, there are only two ways in which you can, legitimately, reduce your tax liability; earn less or spend more (on tax deductible expenditure).

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Changing Public Perception

At a social function on New Year's Day, I was asked by another guest, whose son was about to embark on a career as a financial adviser...

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