Wealth Creation

Pay down the mortgage vs invest into markets?

August 28, 2020 A very common question we get asked as financial planners – should I pay off my mortgage as quickly as possible? Or should I be focusing on building assets such as superannuation or an investment portfolio. Unfortunately there is no silver bullet or hard and fast rule on the best strategy here. Many experts will...

What Super Changes have occurred this financial year?

August 28, 2020 With the start of a new financial year – brings new rules for superfunds, some recent changes include: Lifting the age limit on the ‘work test’ requirements to age 67 – extension on age limit Before 30 June 2020 if someone were aged 65 or older they would be required to meet the ‘work test’...