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In the News | Friday, August 11, 2017

Is superannuation still effective?

Chris Morcom
Director/Private Client Adviser

With the raft of recent reforms to super, is superannuation still the best long-term wealth accumulation structure? One could be forgiven for thinking that superannuation was no longer worth it.

With the reduction in concessional contribution caps to $25,000 each year, and maximum non-concessional contributions of $100,000 per annum, no doubt clients are asking “how is anyone going to put enough away to reach the $1.6 million transfer balance cap?”

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Blog | Tuesday, August 8, 2017

Active vs. Passive Investments. What's the difference?

Nathan Lear
Director/Private Client Adviser

Active or passive investment strategies. What’s the difference. And importantly, what’s best?

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In the News | Tuesday, August 1, 2017

Labor trust plan will drive use of companies

Joanna Mather, Sally Patten, Chris Morcom
Hewison Private Wealth

In The Australian Financial Review (01.08.17, page 4): Labor's plans to tax distributions from family trusts will force savers to re-think their investment structures and encourage greater use of investment companies, tax experts say.

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Blog | Tuesday, August 1, 2017

Tax those rich bastards

Andrew Hewison
Managing Director

Labor’s recent announcement that, if elected to Government, they would impose a minimum 30% tax rate on all trust distributions has caused fierce media and public debate. When I first read the announcement I thought, “here we go again”. Yet another unimaginative ploy to bring more money into the bureaucratic coffers. Kerry Packer must be turning in his grave!

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In the News | Friday, July 21, 2017

"CPD should count says overwhelming majority"

Larissa Waterson, Andrew Hewison
Hewison Private Wealth

More than 4,000 participants in an online poll of advisers have argued CPD points should count towards achieving ‘degree equivalent’ professional status.

But Hewison Private Wealth Managing Director and financial advisor, Andrew Hewison, disagrees, claiming "a hard line needs to be taken in the matter of raising professional standards." Read the article and Andrew's comments in the ifa Bulentin

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