We have been shortlisted for an incredible award – and we need YOUR help!
We are thrilled to announce to our clients, colleagues and friends that our Maddern TV video channel has been shortlisted for an incredible award; the MAX: Marketing, Advertising and Sales Excellence Awards, which shines a spotlight on the achievers and innovators in the field of marketing and sales within the Australian financial services industry. https://www.maddernfinancial.com.au/private_wealth/tv#.U3GS1vmSzwo […]
ABC program highlights the key difference between bank financial planning and boutique financial pla
Those of you who viewed the Four Corners program “Banking Bad” last Monday night would be rightly horrified at the product-focused culture exposed within one major Australian banks’ financial planning arm. One journalist commented that “Every time the light is shed on this organisation, it seems, it spots a cockroach scuttling away to the safety […]
‘Ahead of the Game’ Maddern Financial Advisers featured in IFA magazine ‘Practice Profile’
We were recently honoured to be sought out by our respected industry magazine ”IFA”, who sought to interview Dennis for a “Practice Profile” on our firm. A screen shot of the full page article on Maddern Financial Advisers is below; A link to the website article is below https://www.ifa.com.au/features/practice-profile/13081-ahead-of-the-game
Dr. Dennis J. Maddern featured in ‘IFA’ magazine for valuable industry commentary
Dr. Dennis J. Maddern; Founder & Executive Chairman of Maddern Private Wealth and Maddern Financial Advisers, was honoured to be asked to provide valuable commentary in the nationally distributed financial magazine ‘IFA’. Dennis affirmed his opinion on an issue that he is particularly passionate about; ensuring that all clients have full disclosure of financial planning business ownership and licence. He believes that is absolutely essential that a […]
What are the proposed changes to the Government super guarantee contributions (SGC)?
To help grow Australian workers’ savings for retirement, it is intended the compulsory super guarantee contributions that employers are obligated to pay qualifying staff, will gradually increase from 9% to 12% over the coming years. When super payments are made by your employer based on the minimum 9% super guarantee rate, they will be required to increase this rate to 9.25% […]
Financial Commentary – Australia as a destination for the super-rich?
Much can be written about markets, and Australia’s fortunes, e.g. Ford, GM, etc to close manufacturing, etc. But, there are some compelling reasons to believe that Australia’s future looks very bright: In a recent article in the AFR, 17 January ’14 entitled ‘Chinese millionaires head Down Under,’ the following points were made: Australia is the […]
Welcome to 2014 – what now for investors?
I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […]
‘Tis the season to be merry, can I give my staff a tax deductible gift?
This year has passed by faster than ever, and it is unbelievable we are only a week from Christmas now. Many small business owners like to thank their employees around this time of year, in the spirit of giving and appreciation. We often have enquiries from business clients, as to how they should classify gifts […]
Business Owners – Can I give a Christmas gift to my clients?
At this time of the year it is common to provide gifts to existing clients and customers as an act of goodwill and as a thank you for their custom and support of your business. As the gift is an expense to your business it is generally considered to be a tax deduction. The ATO […]
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 […]