Investment strategies for end of financial year planning By Terri Bradford 23 June 2020, 3:45 PM From a tax and investment perspective, depending on what is appropriate, it may be useful to defer income to the new financial year where possible, bring forward deductible expenses and minimise capital gains, if any. As always, speak to your accountant for specific tax advice. Read more...
Grow your wealth with a regular savings plan By Terri Bradford 18 May 2020, 7:00 AM Regular savings plans enable you to invest your surplus income at a flexible level while allowing you to access your funds if required Read more...
10 tax planning tips for 2020 By Terri Bradford 28 April 2020, 8:45 AM Will you be ready? Don't let COVID-19 distract you from the things you would normally focus on at this time of year. It's time to get back on track. In this piece, I provide my top tips to best prepare for this year’s tax season. Read more...
Eligibility for Age Pension - has your situation changed? By Terri Bradford 26 March 2020, 4:00 PM Markets have fallen over 20% in the past two months. As a result, many retirees are experiencing a significant drop in the value of their superannuation retirement funds. Where previously a retiree may not have been eligible for Age Pension benefits, has their situation changed as a result of the falls? Read more...
Summary of the economic response to COVID-19 By Terri Bradford 24 March 2020, 12:30 PM The Government’s economic response is designed to support businesses in managing short-term cash flow challenges, provide support to individuals, severely affected communities and regions, and to ensure the continued flow of credit in the Australian economy. Read more...
COVID-19: Pension and superannuation changes By Terri Bradford 23 March 2020, 10:00 AM The Federal Government has announced that minimum pension payments for account-based pensions will be reduced by 50% for the 2019/20 and 2020/21 financial years. Read more...
Video: Fundamentals of investing By Terri Bradford 27 February 2020, 12:30 PM Terri Bradford, National Manager Wealth Management, outlines the basic principles of investing and what you should consider before you get started. Read more...
What's in store for super in 2020 By Terri Bradford 22 January 2020, 1:29 PM The new year brings in some new changes for superannuation. Let's review the year ahead. Read more...
Personal income tax cuts now law By Terri Bradford 08 July 2019, 1:15 PM During their 2019 Federal Election campaign, Scott Morrison and his Government promised the people of Australia they would deliver on their proposed Tax Reforms from the 2019 Federal Budget. And they did just that last week. Read more...
End of financial year strategies By Terri Bradford 23 May 2019, 2:45 PM What do you need to do to get your financial house in order before 30 June? Read more...