susan popovski, Author at MGD

Five Money Mistakes You Should Try to Avoid When Repatriating to Australia

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.

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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Maximising Your and Your Spouse’s Tax-Free Superannuation Benefits

28 September 2023
By Richard Marsden
For those with an eye on retirement, the 2023 May Federal Budget was important. Superannuation rules became more favourable for most. This article provides insight into two superannuation rule changes to know about and how you and your spouse can maximise your tax-free superannuation benefits.

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Predicting the Future 2023+

7 September 2023
By Richard Marsden
In this updated paper, Richard Marsden explores the compelling insights of personal financial modelling to help you plan for and live a great retirement.

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2023 QASEL Strategies Conference

1 September 2023
MGD sponsored the 2023 Queensland Association and Special Education Leaders (QASEL) Strategies Conference which took place in late August at the Hilton Brisbane Hotel. Here is an overview of the conference.

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What every expat needs to know before returning to or retiring in Australia

20 July 2023
By Richard Marsden
Many of us living and working outside Australia will ultimately want to return to live in Australia. Tax management and other financial considerations play a critical role in successful repatriation.

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2023 RDAQ Conference (Medicine in the Extreme)

28 June 2023
Earlier this month, the Rural Doctors Association of Queensland (RDAQ) hosted their 33rd annual conference, 'Medicine in the Extreme'. Here is an overview of the conference.

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MGD Tax Update | June 2023

26 June 2023
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on year end tax tips, what's in the parliamentary pipeline, late lodgments, FBT issues, and key upcoming tax dates.

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MGD Tax Update (Federal Budget) | June 2023

20 June 2023
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on tax and superannuation measures from the Federal Budget 2022-23 and key tax dates.

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Quarterly Market Update | April 2023

15 May 2023
In this video, Stephen Furness and Andrew Albury speak with Matt Wacher, Chief Investment Officer, Asia-Pacific, Morningstar, and Tony Cahill, Vice President, PIMCO, 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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HECS-HELP debts might be interest free, but they are set for a steep indexation this year!

10 May 2023
By Jessica Harris
A HECS debt (otherwise known as a HELP debt) is an interest free loan, that allows you to slowly pay off your education loan as you reach certain taxable income thresholds. Whilst it is an interest free loan, it is indeed, indexed (increased).

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Federal Budget 2023 | Social Security and Welfare

10 May 2023
On 9 May 2023, Federal Treasurer, Jim Chalmers, handed down the 2023/ 24 Federal Budget. In this article, we outline the key social security and welfare highlights from the announcement.

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Federal Budget 2023 | Superannuation

10 May 2023
On 9 May 2023, Federal Treasurer, Jim Chalmers, handed down the 2023/ 24 Federal Budget. In this article, we outline the key superannuation highlights from the announcement.

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