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.
Succession Planning: Securing your Intergenerational Wealth Transfer for the Future
Topics: financial plan, wealth plan, Succession, Intergenerational Wealth
The Financial Spotlight series | Building and Achieving your Goals - Keith Abraham, Global Keynote Speaker
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.
Topics: The Financial Spotlight Podcast
2021 Market Outlook - September Quarter
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.
Topics: market update
Federal Budget 2021/22 – What You Need to Know
Topics: superannuation, budget
The Financial Spotlight series | How to build Resilience at a personal level & Harry Moffitt's story
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.
Topics: The Financial Spotlight Podcast
The Financial Spotlight series | Why the Need for Effective Decision-Making is Essential in 2021
Topics: The Financial Spotlight Podcast
Trustee cognition... or ignition
As featured on Eureka Report, James Cavanough looks into how trustee behaviour and investment decision-making can impact the performance of an SMSF.
Market & Risks Update | What You Can Do in COVID-19
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.
Topics: Insider, budget, wealth management
Emergency Stimulus – What does it all mean for you?
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.
Topics: wealth management
Is the market falling because of the coronavirus?
The dramatic fall in share prices over the past few weeks has generated much media coverage and uncertainty around of the effects of the coronavirus on individuals, supply chains and the broader economy. This is understandable, given the rapid fall in shares of around 15%, but let’s put things into perspective.
We are of the view that this event is just another correction, although share prices may still have more downside.
Topics: wealth management