Louis van Coppenhagen
Super returns and the importance of diversification

Super returns and the importance of diversification

Investors in professionally managed superannuation funds, especially those with higher exposures to equities, on average achieved returns of 14 per cent to 20 per cent in 2019.

It was a strong investment year for managed superannuation funds generally and, likewise, should have been for self-managed superannuation fund trustees.

The safe withdrawal rate

The safe withdrawal rate

The safe withdrawal rate. It’s an alluring concept. An amount you can spend each year and yet be sure you’ll never run out of money in retirement.

Plan together with a pronup

Plan together with a pronup

A pronup is a written financial plan to help you and your partner to secure your financial future.  Written in consultation with a Financial Adviser, a pronup can help you avoid money troubles that would inevitably impact negatively on your relationship. 

Super for self-employed people

Super for self-employed people

You don’t have to pay yourself super, but when you retire, you might be glad you did.

You can make regular or lump sum payments, can usually claim a tax deduction on contributions, and may be able to save tax.

Saving for education

Saving for education

Education is the gift that parents can give their children that keeps on giving.

But if you are considering private schools it is a gift that comes with a significant – and usually rising – bill attached.

Cue visions of stately buildings, sweeping playing fields, uniformed students—and steadily rising school fees.

Recent News

Episode 99: Major Things You Can Do With Your Finances Right Now.

Episode 99: Major Things You Can Do With Your Finances Right Now.

While Victoria’s lockdown might have an impact on Australia’s GDP, major markets around the world are beginning to recover. Brett provides an update on the outlook of the property market and how the lender’s mortgage insurance benefits first-time buyers. Furthermore, Louis provides three different areas that financial planning can help with your home purchase.

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