MGD Wealth, Author at MGD

Building a Personal Balance Sheet with Purpose

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Building a Personal Balance Sheet with Purpose

8 October 2024

In this article, we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.

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Self-Managed Super Funds Key Dates: October 2024 – February 2025

19 September 2024

If you have a self-managed super fund (SMSF), it's important to know the key dates for lodging your annual return to avoid any penalties. We share the key dates here.

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Six Steps to Get Set for Retirement

23 August 2024

Our Six-Point Retirement Plan provides insight into how people can reduce risk, take advantage of opportunities, and plan to retire successfully.

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Market Update — August 2024

7 August 2024
This quarter, we examine the impact of developments in the US and Japan and explore the long-term outlook for interest rates and growth portfolios.

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Quarterly Market Update | June 2024

18 June 2024
In this video, Stephen Furness speaks with Andrew Connors, Managing Director, Quilla Consulting, and Tom Patrick, Partner, Barwon Investment Partners, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Federal Budget 2024 | Taxation

15 May 2024

The Federal Treasurer, Dr Jim Chalmers, handed down the 2024–25 Federal Budget at 7:30 pm (AEST) on 14 May 2024. In this article, we outline the key taxation highlights from the announcement.

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Federal Budget 2024 | Social Security

15 May 2024

On 14 May 2024, Federal Treasurer, Jim Chalmers, handed down the 2024–25 Federal Budget. In this article, we outline the key social security highlights from the announcement.

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Federal Budget 2024 | Superannuation

15 May 2024

On 14 May 2024, Federal Treasurer, Jim Chalmers, handed down the 2024-25 Federal Budget. In this article, we outline the key superannuation highlights from the announcement.

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Federal Budget 2024 | Overview

15 May 2024

On 14 May 2024, Federal Treasurer, Jim Chalmers, handed down the 2024–25 Federal Budget. Described as a “responsible Budget that helps people under pressure today”, the Treasurer has forecast a second consecutive surplus of $9.3 billion.

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BEYOND Cycling Challenge Complete – Over $1M raised for TRACTION

7 May 2024

BEYOND for TRACTION Cycling Challenge—A united effort by all participants raised over $1M for TRACTION, helping TRACTION unlock potential in young people through hands-on learning and mentoring programs. MGD’s team exceeded their $200,000 fundraising target, reaching $223,889 to contribute to the event’s collective success.

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What Every Australian Pilot Working for a Foreign Airline Needs to Know

11 April 2024

MGD recently hosted an informative webinar tailored specifically for Australian pilots working for foreign airlines covering mortgages, foreign currency, and tax residency and foreign retirement funds. The recording is now available to view.

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Expat eBook: Foreign Retirement Funds

19 March 2024
By Richard Marsden
For expats planning on returning to Australia, there continues to be a great deal of confusion about foreign retirement accounts. Foreign Retirement Funds is chapter two of our upcoming eBook, A Comprehensive Guide to Repatriation for Australian Expats, can help guide you through two key areas of uncertainty.

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Quarterly Market Update | February 2024

19 February 2024
In this video, Stephen Furness speaks with Martin Conlon, Head of Australian Equities, Schroders, and Wayne Buckingham, Managing Director, Mutual Limited, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Merry Christmas from MGD

18 December 2023
We will once again be taking a short break over the festive season. Our office will be closed from 12:00 pm Thursday 21 December and will reopen on Tuesday 2 January. However, we will still be available if you have any urgent enquiries during this period, please give us a call on (07) 3391 5055 or email your adviser directly. From all of us at MGD, we wish you and your loved ones a very happy and safe Christmas and we look forward to working with you again in the New Year.

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MGD Wealth Named Finalist for Holistic Advice Firm of the Year

6 December 2023
We are excited to announce that MGD Wealth has been selected as a finalist for Holistic Advice Firm of the Year in the ifa Excellence Awards 2023.

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Quarterly Market Update | November 2023

17 November 2023
In this video, Stephen Furness speaks with Sean Hollins, Director, Investments, and Head of Clients, Australia, WTW, and Aongus O'Gorman, Head of Investments, Australia, WTW, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Exclusive Expat eBook Preview: Residency and Taxation

24 October 2023
By Richard Marsden
Residency and Taxation is chapter one of our upcoming eBook, A Comprehensive Guide to Repatriation for Australian Expats, which has been designed to help Australian expats make a seamless re-entry back to Australia. We hope you enjoy this exclusive preview that covers material that is foundational to financial success when repatriating.

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