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How will Labor’s proposed changes impact you?

DATE CREATED: Monday, 11 March 2019 08:14

Part 1 – Capital gains tax, changes to trusts

28 February 2019

Australia’s superannuation nest egg is estimated at more than $1 trillion and is attracting attention all over the world but not all of it is positive. Domestically, both sides of politics have altered superannuation and investment rules in the name of fairness but in the process changed the landscape for investors, forcing them to reconsider their choices. Never has there been a more important time to seek financial advice and be confident in your investments to sustain your financial future.

Last year the Labor party signaled that they will reform a number of measures should they win the next general election expected in May.

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Cardena Investment Update August 2018

DATE CREATED: Thursday, 23 August 2018 13:08

Listen to Cardena's Director Jonathan Kilborn about current interest rates and the Australian dollar

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Philanthropy

DATE CREATED: Tuesday, 14 November 2017 14:15

If you thought philanthropy was just for billionaires, think again.

Philanthropy is no longer just the domain of high profile business people. Antonia Ruffell, CEO of Australian Philanthropic Services, explains why you could be missing out if you’re not considering philanthropy in your financial plan. 

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Staying at home as we age: Consumer choice and control around Home Care

DATE CREATED: Tuesday, 14 November 2017 13:38

Up until February 2017, Australian home care services were allocated in care level packages, which were awarded to service providers. Now, consumers in need of care are assessed for levels of home care and associated funding, which they can use to purchase services from providers of their choice. This is called Consumer Directed Choice or “CDC”.

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Insurance and financial considerations for the next generation

DATE CREATED: Tuesday, 14 November 2017 12:22

Last year my wife and I welcomed our first child. With all the joy that she brings, having a child has really made us consider what some of the key financial priorities are for our family over the next few years.

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Merry Christmas

DATE CREATED: Saturday, 14 October 2017 13:41

We'd like to take this opportunity to thank you for your continued support during 2017 and wish you a festive holiday and happy new year!

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Ride of a Lifetime

DATE CREATED: Tuesday, 20 June 2017 14:05

One of our biggest buzzes as financial advisers is helping our clients realise their dreams and to lead a fulfilling life.  Yes, we help clients make smart financial decisions, but of equal significance to them are the pursuits and interests they follow outside of their career and “financial wealth”. I’d like to share one such pursuit that has had, and continues to have, an enduring impact on my life.

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An Overview of Super Reforms 2017

DATE CREATED: Tuesday, 20 June 2017 14:03

Considerations for SMSFs prior to 30 June 2017

The end of the financial year always seems to crop up faster than it should.  Given the impending 1 July 2017 superannuation changes, trustees need to be across the changes, even if they don’t immediately affect you or your fund.  

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The Role of Fixed Interest in Constructing Portfolios

DATE CREATED: Tuesday, 20 June 2017 14:00

The search for income is an ongoing challenge for clients who want to maintain a comfortable retirement lifestyle.

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Top three estate-planning tips

DATE CREATED: Thursday, 04 August 2016 19:45

If something unfortunate happened to you tomorrow, would your family be able to ensure your estate was distributed according to your wishes?

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