Wealth 20 Mar 2013 Centrelink / DVA: Changes to EntitlementsWhen applying for Centrelink / DVA benefits you are assessed under both the Income and Asset Test. Where the Income… Level One
Wealth Clients 06 Mar 2013 Fee for Service versus Commissions: What’s the Difference?Fee for Service is exactly what it sounds like: you are charged a fee for the service you are provided.… Level One
Wealth Quarterly Review 18 Jan 2013 Quarterly Review – January 2013Market Review The final quarter of 2012 calendar year was again positive for the Australian Share market. The ASX/200 rose… Level One
Wealth Research 17 Dec 2012 ASIC Unveils New Investment Research GuidanceInvestor Daily ASIC unveils new investment research guidance Samantha Hodge Tue 11 Dec 2012 ASIC has released updated policy guidance… Level One
Business, Wealth RBA 05 Dec 2012 RBA: December Rate CutAt its meeting today the Reserve Bank of Australia (RBA) decided to cut the cash rate by 0.25%. This brings… Level One
Wealth SMSF 05 Dec 2012 5 Ways Your SMSF Can Go Wrong With Property InvestmentWe are well aware that our recent posts about the risks of property investment via self-managed superannuation funds (SMSF) may… Level One
Wealth 30 Nov 2012 The Economy and the Market Are Not the Same!This is an article written by Tom Ovnerud from Russell Investments on 9thNovember 2012. A good piece that we thought… Level One
Wealth Property 28 Nov 2012 ASIC Warning: SMSFs Beware of Property SpuikersASIC warned investors this month about setting up self-managed superannuation funds simply as a vehicle of investing in “dodgy” property.… Level One
Wealth SMSF 27 Nov 2012 SMSF Limited Recourse Borrowing ArrangementsThere has been a lot of hype about Self-Managed Superannuation Funds (SMSFs) now being able to borrow to invest in… Level One
Wealth Tax 22 Nov 2012 How Does Dividend Imputation Work?Dividend imputation was introduced into Australia in 1987, one of a number of tax reforms by the Hawke/Keating Government. Prior… Level One
Wealth RBA 22 Nov 2012 RBA: Interest Rates Below Average, Upgrade to SharesMelbourne Cup Day saw the last meeting of the RBA. Punters were surprised by the RBA’s decision to hold the… Level One
Wealth 21 Nov 2012 Infrastructure, Commodities and Mining – Oh My!It’s not lions and tigers and bears but it’s just as nerve-racking for resource companies feeling the pinch of a… Level One
Wealth Share Market 16 Nov 2012 Sharemarket: Dividends Still StrongThe big four banks have reported over $23 billion in profits for the full-year to 30 September 2012. The individual… Level One
Wealth Risk and Reward 16 Nov 2012 Risk-Reward Trade-Off 101We have recently issued warnings to our clients with regard to the high risks associated with property investment and hybrid… Level One
Wealth Property 01 Nov 2012 Property Investors BewareThere have been several alarming newspaper articles recently and we thought it was high time to bring the central issue… Level One
Business, Wealth Level One 18 Oct 2012 Level One Makes Top 30Level One Financial Planning has been accredited as a Professional Practice of the Financial Planning Association in recognition of our… Level One
Wealth SMSF 17 Oct 2012 Do You Really Need $200,000 to Have a SMSF?One of the most commonly quoted “facts” that you’ll see when you’re looking at setting up a self-managed superannuation fund… Level One
Wealth Property 28 Sep 2012 The First Home Owners Grant (FHOG) – New South WalesFirst time buyers of new property in NSW may receive grants and stamp duty exemptions worth up to $35,000 from… Level One
Wealth Risk and Reward 27 Sep 2012 Bonds vs Equities – The Risk Debate ContinuesOver the last few weeks we have seen much debate over the advantages and pitfalls of both bonds and equities;… Level One
Wealth Insurance 27 Sep 2012 Insurance: Inside Super or Outside Super?When looking at options for you to possess personal insurances such as term life, critical illness (trauma), total and permanent… Level One
Business, Wealth RBA 14 Sep 2012 Interest Rate UpdateThe Reserve Bank of Australian on 4th September 2012 decided to leave the cash rate unchanged at 3.50%. Glenn Stevens,… Level One
Wealth Clients 27 Aug 2012 The Future of Financial Advice (FOFA) and YouYou have probably heard the term FOFA, but may be unsure exactly what FOFA actually is and what impact it… Level One
Wealth Aged Care 27 Aug 2012 Aged CareMost of us plan for our retirement. We budget for our income requirements when we give up employment by ensuring… Level One
