Updates on super

The investment bumpy road explained

Our investment manager, Ibbotson explains how recent market fluctuations is nothing out of the ordinary and provide their views on investment strategy.

Is a Santa rally coming to town this year?

In past years, stock markets have experienced a lift in December as investors increased trading in the lead up to the year end. This phenomenon is aptly named – the Santa rally.

4 Super Easy Tips

Superannuation can be a complex area, but by doing a few simple things, you can help ensure you make the most of your super and avoid some pitfalls along the way. What you do now, may make all the difference to your finances in the short term and your retirement in the future.

WealthSmart® Business Super Q2 market update: global fears impact performance

While markets began the second quarter of 2015 with a bullish bias, this was quickly erased by fears about the Greek and Chinese markets. This weighed down the performance of the local and global equities markets for most of the quarter.

How much of the forgotten super goldmine is yours?

How many times have you changed jobs, moved house or changed your name? For many of us the answer will be plenty of times. Every time you make one of these switches it’s easy to forget to bring your super with you.

Everyday Super Q2 market update: global market fears impact performance
While markets began the second quarter of 2015 with a bullish bias, this was quickly erased by fears about the Greek and Chinese markets. This weighed down the performance of the local and global equities markets for most of the quarter.
Make sure you decide who will be benefiting from your super if you’re not

It’s easy to assume that how your super is treated when you die is automatically determined by your will. This is not always the case. It may be in your interests to make a specific decision about who receives your super.

Changing jobs? You don’t need to change your super
Moving into a new role is an exciting time. It’s a period in your life when you will be focused on making sure you do a good job, settling into your role and learning the ropes.
How much of the forgotten super goldmine is yours?

How many times have you changed jobs, moved house or changed your name? For many of us the answer will be plenty of times. Every time you make one of these switches it’s easy to forget to bring your super with you.

Federal budget update

The Government last night released the 2015/16 Federal Budget and this update provides a brief overview of the changes proposed to superannuation, tax and social security.

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