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Blog | Tuesday, February 21, 2017

A week of conferences

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Nathan Lear
Director/Private Client Adviser

I am officially renaming last week “conference week”.  An investment conference in Sydney on Tuesday followed by three action packed days at the SMSF Association National Conference in Melbourne. 

I’m almost overflowing with information and new ideas. Given we have covered the superannuation changes in recent blogs, let me share some of the key insights from the investment conference in Sydney last week…

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Blog | Tuesday, February 7, 2017

Are you ready for super changes?

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Chris Morcom
Director/Private Client Adviser

Changes to superannuation became law on 9 November, 2016. If you’re a trustee of a self managed super fund (SMSF) it’s now time to review your fund strategy.

There are two key changes:

  1. Transition to Retirement pensions
  2. Transition procedures for balances over $1.6 million
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Blog | Tuesday, January 31, 2017

Wake up Australia!

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John Hewison
Chairman and Founder

We recently saw the US stock market index roar through 20,000 points. “The Donald” factor is being touted as the driver but it is so much more than that.

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In the News | Tuesday, January 24, 2017

Herald Sun "Weaving a safety net"

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Andrew Hewison, Karina Barrymore
Hewison Private Wealth

Hewison MD and financial planning expert, Andrew Hewison, was quoted alongside others in a Herald Sun article, providing advice to readers on building a financial safety net in the event of job loss.

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Blog | Tuesday, January 24, 2017

A New President. A New World.

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Simon Curtain
Director/Private Client Adviser

Last week was a big week for the United States and the rest of the World. It was the week of Donald Trump’s inauguration as 45th President of the United States.

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