Welcome to 2023. Hope you and your families had an enjoyable & refreshing Festive season break.
As we begin of the year, our third and final Estate & Succession Planning topic concentrates on future planning and charitable giving.
Here we are again
Does not seem long ago then
But something feels different
In what shape is this predicament
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Topics: market update
As you may recall, we previously launched the first part in our commentary on Succession Planning and the importance of establishing the right strategies, which accurately reflect your wishes.
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Topics: financial plan, wealth plan, Succession, Retirement, Exit Strategy, small business CGT concession
The 2022/23 Budget, brought down on 29 March - 6 weeks earlier than normal, is the last Budget before the next Federal Election is due to be held. The latest date for the election is 21 May 2022.
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Topics: superannuation, budget
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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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
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
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
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
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
