Blog

I was honoured to receive the Future 2 Community Services Award at the Financial Planning Association (FPA) conference in late November. The following appeared in Professional Planner website and an article will appear in the next FPA newsletter which I will share in due course  Reuben Zelwer,...

One of the positive superannuation changes coming into effect from 1 July 2017 is your ability to claim a tax deduction for personal contributions to superannuation, regardless of your employment arrangements. Under the current rules, if you earn more than 10% of you total income in...

  Over the years, I have worked with many executives in public companies who earn a large portion of their income by way of share bonus plans. For those lucky enough to have this opportunity, it is a fantastic way to accelerate your path to financial...

Recent announcements in the Australian company reporting season have confirmed the strength of our major banks, with generally better than expected profit results and in the case of Commonwealth Bank a better than expected dividend. When we sit down to write these commentaries, the objective is...

By almost any measure the first few weeks of President Trump’s term have been truly staggering. However, the natural desire to seek to make sense of the unprecedented events that have characterised the incoming administration should likely be resisted. For as best we can tell,...