Start of the Year Review Checklist The start of the new year presents the perfect opportunity to review your lifestyle needs and financial position. A lot can change in one year as 2020 undoubtedly showed us, so it is imperative that you are constantly reviewing your goals and objectives to ensure you are in the…
While COVID-19 has dominated both news headlines and investors’ minds this year, hidden amidst the noise is that investment options in sustainable funds within the Australian retail marketplace are continuing to rise and show promising signs of performance during the volatility caused by the pandemic. This month’s edition of WD Life will explain what is…
The cost of operating SMSFs has been a very hot topic for all the right and moral reasons and the regulator (ASIC) that governs advice around establishing SMSFs and the advice community have made steps to educate the wider community, that SMSFs are not for everyone. The Productivity Commission in its report Superannuation: Assessing efficiency and…
With the global markets still in recovery from COVID-19, now could be an optimal time to consider building an investment portfolio and grow your wealth. To help you on your way, the Wealth Depot team have outlined some important considerations and points to be aware of when building a sustainable investment portfolio. As always, any…
Watch Sebastian Mazza from Wealth Depot Financial Advisers joined with Daniel Butler from DBA Lawyers as we provide our insight and strategies around Self Managed Superannuation Funds in the current economic and financial market climate. Self Managed Superannuation Funds (#SMSF) continue to grow as a sustainable retirement savings structure with family offices and everyday aspiring…
Deciding whether to buy, rent or invest is one of life’s biggest financial decisions. To make things even harder, 2020 has been plagued with uncertainty however don’t let this be the cause of a missed opportunity or an ill made decision. As a way to provide some guidance on what option is best for you,…