News

Our insights on the latest news, trends and changes related to financial advice.

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...

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May 2024 Economic & Market Review – Tech giants lead market bounce back

Talking points

  1. 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.
  2. Strong
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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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