Season's Greeting from Lantern Advisory

Posted by James Cavanough on 09-Dec-2021 10:51:40

On behalf of the team at Lantern Advisory, we would like to wish you and your family a very Merry Christmas and a prosperous New Year.

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Succession Planning: Securing your Intergenerational Wealth Transfer for the Future

Posted by James Cavanough on 25-Nov-2021 14:19:11

Across a three-part series, we’ll discuss the importance of inter-generational wealth transfer, how this is established, and how commencing the process early can ease the burden in the future – ensuring your wealth legacy remains in-tact and effectively managed.

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Topics: financial plan, wealth plan, Succession, Intergenerational Wealth

The Financial Spotlight series | Building and Achieving your Goals - Keith Abraham, Global Keynote Speaker

Posted by James Cavanough on 09-Sep-2021 10:04:09

For our latest episode of The Financial Spotlight podcast, James Cavanough is joined by special guest: Keith Abraham, Founder - Passionate Performance and an award-winning global keynote speaker on people performance and goal setting.

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Topics: The Financial Spotlight Podcast

2021 Market Outlook - September Quarter

Posted by James Cavanough on 02-Jul-2021 11:49:17

The global and domestic economic reopening remains on track as COVID-19 vaccination rates climb and containment processes improve. While rising inflation has become a concern, the spike in prices looks transitory so far. Ultimately, we still like the pandemic recovery trade that favours equities over bonds, value over growth, and non-U.S. stocks over U.S. stocks.

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Topics: market update

Federal Budget 2021/22 – What You Need to Know

Posted by James Cavanough on 20-May-2021 11:34:55

It seems like no time has passed since the last Federal Budget.

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Topics: superannuation, budget

The Financial Spotlight series | How to build Resilience at a personal level & Harry Moffitt's story

Posted by James Cavanough on 07-May-2021 08:43:45

For our latest episode of The Financial Spotlight podcast, James Cavanough is joined by special guest: Harry Moffitt, CEO & Psychologist - Stotan Group, a former SAS Team Commander, and author of Eleven Bats.

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Topics: The Financial Spotlight Podcast

The Financial Spotlight series | Why the Need for Effective Decision-Making is Essential in 2021

Posted by James Cavanough on 04-Mar-2021 10:58:25

Welcome to the Financial Spotlight podcast series - presented by Lantern Advisory.

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Topics: The Financial Spotlight Podcast

Trustee cognition... or ignition

Posted by James Cavanough on 10-Dec-2020 15:34:10

As featured on Eureka Report, James Cavanough looks into how trustee behaviour and investment decision-making can impact the performance of an SMSF.

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Market & Risks Update | What You Can Do in COVID-19

Posted by James Cavanough on 16-Jul-2020 16:25:20

As you know this year has been turned upside down by the COVID-19 pandemic. The global and local economy has been dealt a hammer blow with a force not seen before and we are unlikely to return to a pre-COVID environment anytime soon.

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Topics: Insider, budget, wealth management

Emergency Stimulus – What does it all mean for you?

Posted by James Cavanough on 22-Apr-2020 22:12:38

There have been a couple of rounds of economic stimulus announced by the Government, to help us cope with the economic and social displacement caused by the Coronavirus. These measures are designed to assist people suffering hardship and include early access of superannuation, temporary reduction of superannuation minimum drawdown rates, and a reduction in social security deeming rates.

There are of course a range of business measures for owners and employees alike, such as cash flow assistance, JobKeeper payments and more, in addition to possible loan repayment relief.

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Topics: wealth management