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Insights
Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future
25 May 2022/EOFY Strategies
Top-up your super with help from the Government
If your income is under a certain threshold, then making personal after-tax super contributions could enable you to qualify for a Government co‑contribution and take advantage of the low tax rate payable in super on…
18 May 2022/EOFY Strategies
Sacrifice pre-tax salary into super
Contributing some of your pre-tax salary, wages or a bonus into super could help you to reduce your tax and invest more for your retirement.
12 May 2022/Investing
5 useful charts on investing in times of uncertainty like the present
Five key investment charts to help investors stay focused during times of market uncertainty.
7 May 2022/EOFY Strategies
Splitting your super contributions to your spouse
Splitting super contributions to your spouse’s super account may help to boost their retirement savings and provide a range of other benefits.
29 April 2022/EOFY Strategies
Steps to claiming a tax deduction for your super contribution
You may be eligible to claim a tax deduction if you make a personal contribution to superannuation. There are some important steps you need to follow carefully and specific timeframes to take action.
22 April 2022/Investing
Advantages of a family trust
Principal adviser and founder Bill Bracey explains good reasons to consider family trust.
16 February 2022/Market Update
SFP investment outlook Q&A – February 2022
Inflation will slow but remain elevated. Here’s our Q&A on the investment outlook for 2022 and what it means for your portfolio.
3 February 2022/Financial Advice
What is the real value of financial planning
Director and senior planner Gary Winwood-Smith on benefits of good planning.
22 January 2022/Market Update
Macro investment update – January 2022
2021 delivered strong returns but 2022 is likely more volatile. Here’s what to watch and what to expect.
11 November 2021/Financial Advice
Tax effective structures for investors
Principal adviser and founder Bill Bracey on tax structures.
22 October 2021/Financial Advice
The importance of retirement planning
Principal adviser and founder Bill Bracey explains the benefits of a good plan.
22 September 2021/Market Update
Correction time? Shares get the wobblies – seven things investors need to keep in mind.
Share markets have hit the wobbles on growth concerns, central bank tapering and Evergrande fears. Seven things investors should keep in mind.











