The transfer of wealth between generations is a pressing issue in Australia, with an estimated $3.5 trillion expected to be passed down from those aged 60 and over in the next 20 years.
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Congratulations to Jessica Deamer for her nomination in the 2023 Women in Finance Awards!
We are extremely proud to announce that Jessica Deamer has once again been selected as a finalist in the Women in Finance Awards.
Congratulations to Jessica Deamer for her nomination in the 2022 Women in Finance Awards
We are extremely proud to announce that our very own Jessica Deamer has been nominated for the ‘Financial Adviser of the Year’ in this year’s Women in Finance Awards.
The Influence of Social Media on Financial Advice
In a time of uncertainty, social media was a lifeline for many people, greatly influencing their thoughts and actions.
Two Key Changes for the 2021/22 Financial Year
Increases to Super Guarantee (SG) Contributions and Contribution Thresholds
Reduction in Allocated Pension Drawdowns have been Extended!
The government has recently announced its plan to extend the temporary 50% reduction to the minimum income drawdown requirement from allocated pensions until June 30, 2022.