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Personal Injury Superannuation Contributions
- 23/03/2018
- Posted by: Nick Lucey
- Category: Financial Planning, Investments, Personal Injury, Superannuation
1 Comment
How can superannuation help you tax effectively invest and receive income from a personal injury claim? This week, I’ve put together a quick guide to considerations when being paid a personal injury claim and how you can use super to make the most of your personal injury claim. You can view the attached fact sheet
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Is a Self Managed Super Fund (SMSF) right for me?
- 09/03/2018
- Posted by: Nick Lucey
- Category: ASX 200, Finance & accounting, Financial Planning, Investments, Mortgage Broking, Retirement, SMSF, Superannuation
In this post, I just wanted to touch very briefly on a couple advantages and costs of running a SMSF. There is a huge amount of material available on the web, if you would like to read more, or please get in touch if you would like to discuss this with your own situation. Key
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Life insurance for Young Couples
- 09/03/2018
- Posted by: Hostify Support
- Category: Financial Planning, insurance, life insurance, Personal Injury
Want to protect the foundation you’re building together? Consider the different types of life insurance. There are many paths you can take through life as a young committed couple, but one thing is likely: your financial lives will be forever intertwined. With or without kids, most couples can expect a few major expenses throughout their
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Goals Based Lending
- 16/02/2018
- Posted by: Nick Lucey
- Category: Finance & accounting, Financial Planning, Funding trends, Investments, Mortgage Broking
What is goals-based lending advice and why is it effective? Summary / key points Goals based lending focuses on your goals and dreams first, then the loan and product at the end as a tool to get there. It’s about creating a financial plan and reviewing it to help you achieve goals It provides a
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The True Value of Advice – Research Paper
- 06/02/2018
- Posted by: Nick Lucey
- Category: Financial Planning, Investments, Retirement
The True Value of Advice I recently came across an interesting white paper prepared by IOOF in December 2015, which looked at the emotional and intangible benefits that having a professional financial adviser adds to people’s daily lives. 521 participants contributed to the research and the results were staggering. Why do people seek financial
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What Is An Annuity And Why Should I Care?
- 19/01/2018
- Posted by: Nick Lucey
- Category: Centrelink, Investments, Retirement
Hi Everyone, In this blog, I just wanted to give a brief introduction to annuities and provide a couple examples how they work. To see the examples, please click below to open the PDF. What is an annuity? An annuity is an investment that pays you a guaranteed income for a period of time, which
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ASX Winners and Losers of 2017
- 08/01/2018
- Posted by: Nick Lucey
- Category: ASX 200, Economics, Finance & accounting, Investments
The presents have been given, the Christmas pudding has settled, and wine bottles have run dry. It’s this time of year that we take stock of what’s in the review mirror and plan for what lies ahead. In particularly, I like to see what the ASX winners and losers of 2017 were and how hard
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First Home Super Saver Scheme and Downsizer Contributions
- 12/12/2017
- Posted by: Nick Lucey
- Category: Federal Budget, Legislation
First Home Super Saver Scheme and Downsizer Contributions In the 2017 Federal Budget, two of the key proposals were assistance for first home buyers saving for a deposit and concessions for elder Australian’s downsizing their homes. These two bits of legislation have been debated through out the year and a bill has finally passed on