Blog – Maddern Financial Advisers

Be ahead of the news in accounting, private wealth and finance

How are global financial events impacting your investment decisions

How are global financial events impacting your investment decisions

Team Maddern
12/Aug/2015
It’s hard not to get caught up in the financial news headlines and wonder what the best approach could be for investors here in Australia. All Western eyes have been fixated on the ongoing financial crisis in Greece, which began in 2009, depleting the income of many Greeks. Unemployment has increased, and elections and resignations of political leaders has completely transformed the country’s political landscape. […]
4 ways to trim your small business overheads

4 ways to trim your small business overheads

Team Maddern
06/Aug/2015
We know that in small business, times can be tough, and saving a few dollars here and there can equate to thousands and even tens of thousands over the course of the year. Lowering your expenses can mean more money to reinvest back into the business, or even better – more money in your pocket! […]
Beware of fake ATO phone calls

Beware of fake ATO phone calls

Team Maddern
27/Jul/2015
In recent times, we have heard a disturbing increase in the number of stories from both clients and colleagues alike, regarding phone scams involving perpetrators claiming to be from the ATO. The most recent aggressive scam attempts are from people who are phoning home phone or mobile numbers and trying to force victims into paying […]
Financial Advice from the worlds most successful investor

Financial Advice from the worlds most successful investor

Team Maddern
16/Jul/2015
Warren Buffett is an investing genius.  He made his first investment purchase when he was just 11 years old, and his fortune is estimated to be at $63 billion. The Oracle of Omaha is one of the most influential businessmen in the world — and, may actually be the most frugal; the billionaire once complained that “most toys are just […]
8 ways to overhaul your finances in 2015

8 ways to overhaul your finances in 2015

Team Maddern
09/Jul/2015
The start of a new financial is the ideal time to give your finances a makeover. It doesn’t matter whether you’re young and saving for your first home, a single or double income family with children in education; or a retiree – everyone can benefit from rethinking their financial and lifestyle goals once in a […]
Prestigious awards program names Maddern Financial a finalist

Prestigious awards program names Maddern Financial a finalist

Team Maddern
01/Jul/2015
Maddern Financial Advisers have been named a finalist in the Independent Financial Adviser Excellence Awards for 2015. The Melbourne financial firm has been named a finalist in the Group Awards (Boutique Group of the Year) and Individual Awards (SMSF Adviser of the Year), among 67 finalists of Australia’s best non-aligned financial advice practitioners and businesses […]
Why does an SMSF need an investment strategy?

Why does an SMSF need an investment strategy?

Team Maddern
12/Jun/2015
All Self Managed Superannuation Funds (SMSF) must have a valid investment strategy. An investment strategy sets out a fund’s investment objectives and how the members plan to achieve them; we call it a cookbook for your super. It describes the personal circumstances of all the fund members, including their age and risk tolerance and provides […]
Federal Budget 2015 Snapshot

Federal Budget 2015 Snapshot

Team Maddern
14/May/2015
Small business is a sector that came out a clear winner from the 2015-16 federal budget delivered by the Treasurer Joe Hockey. Despite the lead-up mutterings that the budget was going to be “dull and boring”, there were nevertheless a few surprises contained in the pages of the budget papers. Many key budget announcements that […]
How Australians spend their tax refunds (and why you should consider Tax Planning)!

How Australians spend their tax refunds (and why you should consider Tax Planning)!

Team Maddern
12/May/2015
We are part-way through May, with the final siren due to ring for the end of financial year only a mere 49 days away. The 2014 MoneySmart poll provided a great insight into what Australians actually did with their tax refunds in the 2014 financial year. Not surprisingly, the vast majority of taxpayers used the funds to […]
Minimum superannuation pension payments for SMSF

Minimum superannuation pension payments for SMSF

Team Maddern
01/May/2015
You’ve worked hard all your life, and you’ve finally reached the point where you can start to draw down on your superannuation. You may have fully retired, or you could be partaking in a transition to retirement strategy. Either way, you have met the conditions of release, and you are ready to draw down. One […]