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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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Forget your New Year Resolutions
20/01/15

Forget your New Year Resolutions

Forget your New Year Resolutions - get a Wealth Strategy! At the start of a new year we've all been busy looking back and celebrating the highs and (hopefully) learning lessons from the lows. MB+M is all about looking forward.   That's how you get ahead - when everyone is looking back, you need to look forward, so we think that NOW is the best time to make a wealth plan for 2015.   Forget your New Year Resolutions Resolutions inherently feel like they’re goin....

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Buying Property through your Super
01/09/14

Buying Property through your Super

Property is the most trusted asset class for Australians, yet only around 3.5% of all SMSF investment is in residential property according to the latest ABS report - www.ato.gov.au/Super/Self-managed-super-funds.   Property investment can produce a range of tax benefits. For example. your tax can be significantly reduced or eliminated for rental income and capital gains and the rental return can be used for loan repayments.   Do you need an SMSF to buy property thr....

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