Under the current rules, if you reach your ‘superannuation preservation age’ (between 55 and 60, depending on when you were born), you can periodically withdraw money from your super while continuing to work full-time, part-time or casually. Previously, you could only access your super once you turned 65 or retired. This is known as ‘transaction to…
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Many policy holders are worried about what their cover will provide if they have to make a claim. Some concerns are related to the thought that claims could result in favour of the insurer due to complex legal jargon, unfair exemption claims and lack of transparency. If you’re wondering whether your personal insurance is worth…
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That is a wrap!
We have concluded our Advance Seminar series for 2018.
We loved hosting many of our clients, new guests and our valued referral partners Muscillo Romano CPA, Grasso Searles Romano Lawyers to bring fresh new ideas and strategies to life.
Topics covered were across investment portfolio construction, investment strategies, financial markets and how to utilise the true strength of a SMSF to create wealth and provide a legacy to your family.
A big thank you to our partners and contributors, AIA Morningstar.com.au Implemented Portfolios Pty Ltd and I Love SMSF – SMSF Education and Membership Platform for your support and willingness to bring fresh and new ideas to our clients and team at Wealth Depot.
A massive applause to our team at Wealth Depot for assisting to make all the events a success and reality. They work tirelessly to ensure our clients feel welcome and catered for always.
We look forward to hosting more events in 2019!
A final thank you to Min & Co. for providing the delectable canapes and gourmet feasts that we enjoyed at our events. Be sure to check them out for all your catering and function needs!
DetailsWhen considering an investment strategy, we are faced with the situation of deciding whether we want to actively or passively manage our investments. What are the differences between one and the other? Which is the most recommended? Here’s a breakdown of how active and passive investors typically differ. What is Active Investing? Active investing refers to an investment strategy…
DetailsYou may have heard that by making voluntary super contributions you can increase your retirement savings, but did you know that you may also be able to reduce the amount of tax you pay? Salary sacrificing has turned into a popular strategy for employees on middle-to-high incomes to boost their retirement savings and pay less…
DetailsIf you hold life insurance as part of your financial plan, you have taken the heavy lifting off you and your loved ones. However, it is important to consider that as your life changes, so will your insurance needs. It is vital to regularly re-evaluate your coverage, especially after any life changes. We provide three…
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