How to construct an effective portfolio
October 13, 2020

How to construct an effective portfolio

 

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.

 

by zfs
Estate planning opportunities highlighted with work test changes
October 10, 2020

Estate planning opportunities highlighted with work test changes

 

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.

 

by zfs
September update of latest COVID-19 initiatives.
September 30, 2020

September update of latest COVID-19 initiatives.

 

With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.

 

by zfs
More than $31bn paid under early super release
September 24, 2020

More than $31bn paid under early super release

 

The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.

 

by zfs
Your super fund, your choice
September 21, 2020

Your super fund, your choice

 

Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.

 

by zfs