Financial Planning
Welcome to 2014 – what now for investors? I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […] Read more
How much work is an SMSF? The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
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Maddern Financial team meet Federal Finance Minister, Superannuation Minister Several members of the Maddern Financial Advisers team recently contributed to the Association of Independently-Owned Financial Professionals onshore conference in Hobart. As part of his deep commitment to the non-aligned approach of our Advice business, Dennis sits on the board of this important association. The ideology of the event is to bring together in unity […]
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Taking control of your superannuation is something that everyone can do – with SMSF knowledge from a It is said by Australia’s foremost expert on taxation and superannuation that the SMSF is the world’s greatest retiree tax haven. Many people feel that SMSF’s are a complex subject, and beyond their understanding of taxation and superannuation rules and regulations. But whether you are a wealthy retiree or a young wealth accumulator, an SMSF […] Read more
Keeping your money safe in volatile markets With share markets moving up and down, many people and a few of our Clients wonder just how safe their super/investments are. Where you are in your life, will shape what you do with your Investments, especially in times like these, e.g. someone who is retired is in a very different position compared to someone […] Read more