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Powers of Attorney – Guardianship Issues
04/12/19

Powers of Attorney – Guardianship Issues

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios that you might find yourself with guardianship.  If you are interested in finding out more, please contact your adviser at MB+M who can tell you more. ....

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Executor pitfalls – Considerations
24/11/19

Executor pitfalls – Considerations

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios executors might find themselves in.  If you are interested in finding out more, please contact your adviser at MB+M who can tell you more. Two Minu....

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Changes to Age Pension Assets Test
17/10/16

Changes to Age Pension Assets Test

The government's changes to the Age Pension could affect your ability to plan for a comfortable retirement. Article from AMP Recent reports (1) suggest that more than 300,000 Age Pensioners will have at least part of their pension cut, with just under 100,000 of these people losing all Age Pension entitlements, taking effect from January 2017. The Age Pension and assets test explained The Age Pension provides income support and access to a range of concessions for eligible older Australian....

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We’re a lucky country, but will you have enough for retirement?
03/03/15

We’re a lucky country, but will you have enough for retirement?

 If you were to watch the news recently (by recently I mean in the last 2 decades) you would think that Australia may be about to lose its ‘Lucky Country’ tag. However, research released by Credit Suisse Research Institute has Australia faring very well in the wealth rankings.   The richest nations in the world are classed as those with a wealth per adult figure of over USD 100,000.   Below is a table ranking these nations in order of wealth per adult.   ....

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Learning from Investing Mistakes
16/02/15

Learning from Investing Mistakes

Hints and tips to help you move on “All men make mistakes, but only wise men learn from their mistakes.” Winston Churchill   Some of the world’s most successful people didn’t get there without making some mistakes along the way. So when it comes to investing, if you make a mistake, this shouldn’t deter you. When you make a bad investment decision this can help you more than your good ones. They hurt, but they do make you a better investor if you learn from yo....

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Is “robbing Peter to pay Paul”, right for your future?
24/03/15

Is “robbing Peter to pay Paul”, right for your future?

Article by Myles Martin, MB+M   Debate raged last week around the potential use for First Home Buyers to dip into their superannuation, put forward by Treasurer Joe Hockey, as a means to fix Australia’s housing affordability issues. This debate, putting political preferences aside, got me thinking about whether this was a good, bad or indifferent proposal to help young home buyers get a piece of the Australian dream: “owning their own Home”.   My first ques....

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23 Nixon Street, Shepparton, Victoria 3630
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Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.