Reversionary death benefit nomination vs Binding death benefit nomination
Lets take a look at the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding / non-lapsing death benefit nomination for account based income streams.
Options for Super Death Benefit Nominations
Under superannuation legislation, members commencing an account based...
May 2024 Economic & Market Review – Tech giants lead market bounce back
Talking points
- Tech Giants Lead Earnings: First-quarter US corporate earnings generally exceeded expectations, led by the “Magnificent 7” tech giants. Nvidia, Apple, Microsoft, and Alphabet were significant contributors, driven by the AI trade. However, the rest of the S&P 500 displayed negative earnings growth, raising concerns about market breadth and sustainability.
- Strong
Federal Budget 2024/2025: Financial Planning Summary
Treasurer Jim Chalmers delivered the Labor Government’s 2024-2025 Federal Budget and we have summarised what we feel are the key points which impact financial planning strategies.
For our ongoing service package clients, your adviser will be in contact to provide guidance on changes which may impact your strategy.
IMPORTANT: Please remember that these measures are subject...
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Podcasts
Our weekly audio guide to making the most of your money and investing. Listen to the Wealth Collective podcast on your favourite service including Spotify, Apple Podcasts and Google Podcasts.
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Listen to all episodes
Head to the link here to listen to all episodes of The Wealth Collective Podcast here!Listen Here -
Financial red flags for a relationship – Episode 127
In this weeks episode, Pete Pennicott and Zac Masters from Pekada take a look at a few financial red flags for a relationship. They look at what these canListen Here -
Investing in a bear market – Episode 126
We’re back! On this episode Pete Pennicott & Zac Masters discuss what is happening in the world at the moment with the US entering a bear market. They alsoListen Here -
Top 10 Financial Planning Jargon Terms – Episode 125
On this episode Zac Masters & Anthony Malvaso unpack the top ten financial planning jargon terms.Listen Here