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  • Home
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D3s1gnBuG@GCR2020

A retirement plan built to last

21 September 2022 by D3s1gnBuG@GCR2020
Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time.
Categories Financial Planning Leave a comment

Cyber Security – Optus data breach

5 October 202220 September 2022 by D3s1gnBuG@GCR2020

In light of the recent Optus data breach, we thought it timely to provide a list of things you should consider to help protect your identity

Categories Financial Planning Leave a comment

Withdrawal strategies before death require careful consideration

18 September 2022 by D3s1gnBuG@GCR2020

Professionals have been warned there is a “fine line” between member benefits and death benefits where a member plans to withdraw shortly before death.

Categories Financial Planning Leave a comment

Pensions to face tougher scrutiny under new TBAR system

16 September 2022 by D3s1gnBuG@GCR2020

The move to the new quarterly based TBAR regime may see a clampdown on the backdating of pension documents, CFS has cautioned.

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ATO clarifies critical reporting deadline with TBAR transition

14 September 2022 by D3s1gnBuG@GCR2020

The ATO has clarified that SMSFs will need to report all unreported events from the 2022–23 year by 28 October 2023 once the new framework starts.

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Three tips for building a good portfolio

10 September 2022 by D3s1gnBuG@GCR2020

The first step to building a sound investment portfolio is to know why you’re investing

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Strategic asset allocation: a timeless solution

28 August 2022 by D3s1gnBuG@GCR2020
While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.
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Largest natural gas produces by country from 1970-2021

26 August 2022 by D3s1gnBuG@GCR2020

See which country lead the worlds natural gas production at certain times in the last 50 years.

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Preparing your kids for financial success

23 August 2022 by D3s1gnBuG@GCR2020
Teaching kids to establish sound money management skills and strong financial acumen is important, regardless of wealth level.
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NALI ‘not going away anytime soon’

18 August 2022 by D3s1gnBuG@GCR2020

SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.

Categories Financial Planning Leave a comment
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    • Home
    • About
    • Wealth Management
    • Our Approach
    • Locations
      • Tamworth – Mettam Hearne Financial Solutions
      • Bundaberg – C2G Financial Services
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        • Norfolk Island General Insurance
    • Insights
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