Independent Financial Adviser

Independent Financial Adviser

How to make retirement less taxing
How to make retirement less taxing Planning your retirement isn’t just about what you are going to do once you stop work. It’s also about planning the actual process to make the most of your accumulated wealth. This includes tax planning. After all, the less tax you pay, the more you can spend on the things that matter most to you […]
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Countdown to super deadline
Countdown to super deadline The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of July 1, new rules come into effect that will reduce contribution limits. Until then, individuals under 65 can make a non-concessional (after-tax) contribution of up to $540,000 under the bring-forward […]
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How to achieve early retirement
How to achieve early retirement Spending more time with your family. Picking up a brand new hobby. Exploring exotic destinations for longer than your scant weeks of annual leave would allow. However you paint it, retirement is a beautiful goal to work towards. And starting early means you’ve got more time and energy to enjoy it. Early retirement has become […]
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Financial Commentary and Investment Opportunities for February 2017
Financial Commentary and Investment Opportunities for February 2017 Today, in our quarterly video newsletter, Dr. Dennis Maddern speaks about: 1. The Health of the Australian Economy 2. Current Political Climate (Australia) 3. World Political Climate & Economies – (USA, Russia, China and the EU) 4. 3 Great Investment Areas (Growth) If you have any questions or if Maddern Financial Advisers can help you […]
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Beware of Pension Pressure
Beware of Pension Pressure Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension entitlements. The big question now is whether the tighter assets test will encourage people to change the way they plan and behave in the years leading up to retirement to […]
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