iAdvice Financial Services | Blog
35641
blog,paged,paged-5,ajax_fade,page_not_loaded,,qode_grid_1300,qode-theme-ver-14.4,qode-theme-bridge,disabled_footer_top,wpb-js-composer js-comp-ver-5.4.7,vc_responsive
 

Blog

FOR most people who have accumulated superannuation during their working years, a regular income is all part of the lifestyle they lead. When it comes to retirement, there is no reason for that regular payment pattern to change, even if the value of each pay might...

1 November 2018 FirstTech Strategic Update, Tim Sanderson, Senior Technical Manager This article contains answers to a range of questions the FirstTech team is frequently asked about superannuation for non-resident and temporary resident clients. Note that this article does not cover questions about residency for SMSF clients, for...

FirstTech Strategic Update, Julie Fox, Senior Technical Manager If a client subdivides the property on which their main residence is located and sells the subdivided property, can they make a downsizer contribution with the proceeds? Consider the scenario of Scott and Jenny (both age 78) who jointly...

It’s one of the most nerve-wracking times in a client’s life. No, it’s not the fearful days as they watch a sharemarket plunge amid a panic selloff. Nor is it when they get that unsettling feeling from watching a sector they’re underweight in take off. Instead it’s...

A common goal for clients across all age brackets is to organise and optimise their financial affairs. Clients in their 40s will generally find that financial worries from their 20s and 30s have been trumped by much more complex, future-oriented worries related to children, homes...

An expanded tool kit can help Investors protect their portfolios. Feeling the pain of a continued rough ride on the Australian stock market? It's likely to be much worse if you've got a concentrated portfolio – a timely reminder of the importance of diversifying your investments. Why?...

The two most common questions I am asked by my Self-Managed Superannuation Fund clients is who can manage their SMSFs when they are no longer able to, and, what they can do to ensure their superannuation goes to the right people when they die. Normally, these...

Falling house prices and rising debt-servicing costs may constrain household consumption.   Australian housing prices have fallen for 15 consecutive months. The nationwide all-dwelling price index was down 2.0% year-on-year in August, with Sydney prices down 5.6%. This was Australia’s first nationwide housing price decline in six...