Federal Budget 2022/23 - Summary & What You Need to Know

Posted by James Cavanough on 31-Mar-2022 09:50:20

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

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