How much work is an SMSF?
The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
Maddern Financial team meet Federal Finance Minister, Superannuation Minister
Several members of the Maddern Financial Advisers team recently contributed to the Association of Independently-Owned Financial Professionals onshore conference in Hobart. As part of his deep commitment to the non-aligned approach of our Advice business, Dennis sits on the board of this important association. The ideology of the event is to bring together in unity […]
Maddern Private Wealth Pty Ltd – Budget Wrap
Tonight, 15 May ’13 we will conduct a Budget Wrap for our Private Wealth Clients – https://www.maddernfinancial.com.au/private_wealth/seminar/ Our information session will present the highlights (and lowlights) of this year’s Budget. This Budget will prove to be interesting considering that a deficit is imminent and significant changes to superannuation have been proposed that would impact nearly […]
Not all Accountants are created equal. A guide on how to select a great one.
If you have ever wondered what sets a great Accountant out from the rest, then this video is for you. There are many different types of Accountant out there, and it is vital to choose one that is right for you – the cookie cutter approach is not always the best option. In this video, […]
Taking control of your superannuation is something that everyone can do – with SMSF knowledge from a
It is said by Australia’s foremost expert on taxation and superannuation that the SMSF is the world’s greatest retiree tax haven. Many people feel that SMSF’s are a complex subject, and beyond their understanding of taxation and superannuation rules and regulations. But whether you are a wealthy retiree or a young wealth accumulator, an SMSF […]
ASX tops 5000 points – best since 2010
The Australian sharemarket index moved through the 5000 mark for the first time since 2010 yesterday as consumer confidence lifted, and Australia’s blue-chip companies’ half-year results beat investor expectations, e.g. CBA had a brilliant half year profit. Consumer confidence reached its highest level since Christmas 2010 as rising local and international equity markets set a […]
SMSF – get the facts Seminar – 7 February ’13
Last night, 7 February ’13 Maddern Private Wealth & Maddern Accountants held a SMSF – get the facts! Seminar. We held the seminar at our office in Malvern from 6:30pm to 7:30pm. Attendees were made up of Clients & potential new Clients. The feedback was exceptional, as was the food, wine, and coffee! Thanks […]
2013 Maddern Private Wealth Pty Ltd & Maddern Accountants Pty Ltd Seminars
Last night, 5 February ’13 Maddern Private Wealth Pty Ltd (MPW) & Maddern Accountants Pty Ltd (MA) held a seminar on Wealth Creation & Lifestyle Planning. The feedback was great, with circa 20 attendees present. We only want intimate groups of 20 or so. The attendees were made up of new Clients, and just about […]
Why choose Maddern Private Wealth – our point of difference!
Maddern Financial Advisers Pty Ltd (MFA) has recognised that since the GFC that clients are seeking transparent, independent, fee for service financial advice. MFA has embraced this change of direction, and is a Principal Member of the Association of Independently Owned Financial Planners (AIOFP). The association has two key initiatives that are designed to qualify […]
Market volatility, and a balanced view on today’s global markets
Afternoon Maddern Private Clients, With recent reports on falling markets, it’s not hard to imagine that people could be concerned about their investments, but it has been interesting that virtually all MPW Clients have remained calm and I would estimate that 70% of our Clients have been buying to ‘average in’ on their Investments. It […]