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January 7, 2019 by tricia

5 common SMSF mistakes and how to avoid them

By Graeme Colley AMP Capital Graeme Colley shares five more common mistakes SMSFs make and how to avoid them. Separating contributions and pensions “There are strict rules about what can be added to a pension account balance once it has commenced. You cannot add contributions or transfers from other superannuation funds after a pension ... Read more

January 7, 2019 by tricia

The Aussie economy in 2019; it’s not boom but it’s not doom either

Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist, AMP Capital Investors might be confused about the mixed news coming out late last year for the Australian economy and what it means for returns and rates. Economic growth has been okay, and unemployment has fallen to five per cent which is quite low by ... Read more

February 5, 2018 by tricia

Upsize your super with downsizer contributions

January 2018 Legislation has passed that will enable people aged 65 or over to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018. These are known as ‘downsizer contributions’ and they can be made on top of the existing contribution caps, without having to meet certain ... Read more

January 25, 2018 by tricia

Four Issues for Investors to keep on the radar in 2018

Bob Cunneen discusses 4 key issues that could affect investment markets in 2018. Read More ... Read more

July 5, 2017 by tricia

Client briefing days November 2017

Our last briefing days for the year are listed below:   Tuesday 14th November - Coorparoo RSL Wednesday 15th November - South Toowoomba Bowls Club   Please call our office if you would like to attend - (07) 3871 1671. ... Read more

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Taringa QLD 4068

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138 Margaret Street
Toowoomba QLD 4350

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  • News (16)

News

By Graeme Colley AMP Capital Graeme Colley shares five more common mistakes SMSFs make and how to avoid them. Separating contributions and ... Read more

  • The Aussie economy in 2019; it’s not boom but it’s not doom either
  • Upsize your super with downsizer contributions
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Portfolio Professionals Over 20 years experience in financial advice.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.