What to expect from the Australian property market in 2025 | An investor’s guide to potential U.S. policy changes | Howard Marks warns of market froth | Q&A

What to expect from the Australian property market in 2025 | An investor’s guide to potential U.S. policy changes | Howard Marks warns of market froth | Q&A

by | Jan 20, 2025 | Debt, Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Massey Market Updates, Superannuation | 0 comments

What to expect from the Australian property market in 2025 Residential real estate in Australia has shown resilience, recovering strongly since early 2023 despite recent minor price declines. The market is expected to experience a year of two halves in 2025, with a...
The Great Australian Urban Exodus | Trump 2.0 | Trust Structures in Estate Planning | Q&A

The Great Australian Urban Exodus | Trump 2.0 | Trust Structures in Estate Planning | Q&A

by | Dec 10, 2024 | Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: The Great Australian Urban Exodus: How housing costs are reshaping our cities and regions Australia’s cities are experiencing a significant shift due to a severe housing affordability crisis, with only 10% of the market remaining...
Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

by | Nov 25, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Life balance, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Superannuation or Shelter? Rethinking the Path to Wealth and Stability  The discussion centres on the tension between using superannuation savings for home purchases and ensuring long-term financial security. It highlights the...
Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

by | Nov 11, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Retirement | 0 comments

This issue of Wealth Adviser includes: Making the Right Choice: A Guide to Super Beneficiary Nominations for All Ages  Beneficiary nominations for superannuation play a crucial role in ensuring that individuals’ wishes are honoured regarding the distribution of...
18 Rules for Ageing Well | Australian Home Prices Up On Supply Shortfall | Asia’s Economic Tightrope | Q&A

18 Rules for Ageing Well | Australian Home Prices Up On Supply Shortfall | Asia’s Economic Tightrope | Q&A

by | Nov 17, 2023 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Investing, Massey Market Updates | 0 comments

This issue of Wealth Adviser includes: 18 rules for ageing well.  Rule 1 – it doesn’t matter – effectively “don’t sweat the small stuff” and keep things in perspective.  Rule 2 – nobody is thinking of you – they are...
Are You Paying Tax by Not Starting a Super Pension? | Oil Concerns Return | Australian Banks Pass Rigorous Stress Test by APRA | Q&A

Are You Paying Tax by Not Starting a Super Pension? | Oil Concerns Return | Australian Banks Pass Rigorous Stress Test by APRA | Q&A

by | Oct 30, 2023 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Are you paying tax by not starting a super pension?  The tax rate in pension phase is nil, compared to 15% in accumulation phase.  If you are over 65, have you started a pension? Oil concerns return.  Oil prices slumped 8.8% last...