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A week of conferences

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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Nathan Lear
Director/Private Client Adviser

Blog

Are you an individual or a number?

There are two types of financial advice:

1. What the large institutions offer up as "advice"; and
2. True "goals based" independent advice

And they are worlds apart.

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Andrew Hewison
Managing Director

Blog

Are you ready for super changes?

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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Chris Morcom
Director/Private Client Adviser

Blog

Wake up Australia!

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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John Hewison
Chairman and Founder