Budget 2020 – Fact Sheets

October 27, 2020

 

The following links are to Fact Sheets that describe in detail how the Federal Government feels the 2020 Budget will impact you.

 

Budget 2020 – At a Glance, Overview, Outlook

October 24, 2020

 

These three areas cover all you will need to know but the accompanying two articles cover more specific topics and they might help you better understand how the Budget affects you.

 

How to construct an effective portfolio

October 13, 2020

 

Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant.

 

Estate planning opportunities highlighted with work test changes

October 10, 2020

 

With the work test changes for over-65s opening up opportunities for recontribution strategies, clients may be able to even up balances and adopt tax strategies for estate planning, particularly once the bring-forward measure is passed, says a technical expert.