Filter
Get the latest industry insights from our in house experts.

Results showing:

All

Oldest
Newest

Sort by:


Blog

Why you need to rebalance your investment portfolio?

Rebalancing is a term commonly used by finance and investment professionals, including financial advisers. But what does it mean and why is it an important consideration for investors’ portfolios?

tags
Simon Curtain
Director/Private Client Adviser

Blog

Capital preservation in retirement

Last week, former Treasurer Mr Peter Costello warned that the Federal Government’s proposed changes to superannuation transfers – which would put a cap of $1.6 million on tax-free superannuation pension transfers – will not be as beneficial for retirees as promised.

tags
Chris Morcom
Director/Private Client Adviser
tagsTags:

In the News

Australian Financial Review "SMSFs back Peter Costello on low investment returns"

Self-managed superannuation fund trustees backed former Treasurer Peter Costello's claims that 5 per cent returns are not readily achievable, saying that the government's proposed $1.6 million transfer limit on private pensions is too low.

tags
Chris Morcom, Sally Patten & Primrose Riordan
Hewison Private Wealth

Blog

Super sensibility – key changes to superannuation

The recent round of intended changes to superannuation announced with the 2016 Federal Budget was no surprise. It’s not the first time the Government has meddled with superannuation and nor will it likely be the last.

tags
John Hewison
Chairman and Founder