Library

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.

Planning for the high costs of education

2 July 2019
By John Barton
When it comes to raising kids, there’s not much that’s as important as ensuring they receive a good education. So, whether you’re thinking about your children or your grandchildren, ensuring you’ve thought ahead – particularly in relation to who you intend to pay for the inevitable costs – is paramount.

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Super considerations for women

26 June 2019
By Michelle Dall'Alba
Many women take parental leave at some stage in their career, which can have a significant detrimental impact on a woman’s superannuation balance over her working life. It is important that we as women take some proactive steps to get better outcomes for our retirement. There are a number of actions you can take, no matter what age you are...

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An Important EOFY super reminder

26 June 2019
By David Lloyd
With 30 June only a few days away, a reminder to finalise any outstanding EOFY transactions and be aware of three important considerations, including minimum pensions, contributions and the Federal Government's "Protecting Your Super Package Act".

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The roaring 80s to today

18 June 2019
By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.

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Your PAYG and STP obligations: an important note for business owners

10 June 2019
By Stanley Feng
From 1 July 2019, key changes will be introduced with respect to PAYG withholding and reporting as well as single touch payroll. In this article, we have outlined what this means for you and what you need to do to ensure you remain compliant as we approach the new financial year.

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What does a woman want?

7 June 2019
By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

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Post-election outcomes and considerations

4 June 2019
By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Navigating 2019 Forum

21 May 2019
Recently, we hosted our Navigating 2019 Forum where we heard from David Hudson and Dr Michael Drew. The event took place at The Grove in the CBD. Read on for more information, photos and a summary video from the event.

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How to avoid infobesity

16 April 2019
By John Barton
In the past, lack of reliable information was traditionally the main challenge when it came to making decisions. This was true in most areas of life - especially with personal finance and investing. But we’ve come a long way in the last 20 years. Now, our challenge is reversed - we have too much information.

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Federal Budget 2019: Tax

2 April 2019
The Federal Treasurer, Mr Josh Frydenberg, handed down the 2019/20 Federal Budget at 7:30 pm (AEDT) on 2 April 2019. The budget focuses on “restoring the nation's finances”, further strengthening the economy to create more jobs and to “guarantee the essential services”. The tax highlights include...

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Federal Budget 2019: Super

2 April 2019
The Federal Treasurer, Mr Josh Frydenberg, handed down the 2019/20 Federal Budget at 7:30 pm (AEDT) on 2 April 2019. The budget focuses on “restoring the nation's finances”, further strengthening the economy to create more jobs and to “guarantee the essential services”. The superannuation highlights include...

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Federal Budget 2019: Social Security

2 April 2019
The Federal Treasurer, Mr Josh Frydenberg, handed down the 2019/20 Federal Budget at 7:30 pm (AEDT) on 2 April 2019. The budget focuses on “restoring the nation's finances”, further strengthening the economy to create more jobs and to “guarantee the essential services”. The social security highlight include...

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Changing perspectives

12 March 2019
By John Barton
By changing your perspective and adopting a few key techniques from your personal health management to your personal wealth management, you may come to realise that the two practises aren’t so dissimilar

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Strategies for retiring in uncertain times

11 February 2019
By Richard Marsden
After the last decade of economic and asset price growth, it is common for investors to remain optimistic or become complacent and assume the good times will keep rolling...

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Getaway ideas without breaking the bank

25 January 2019
By Alec Berry
The Australia Day long weekend is almost upon us, and whether you’re keeping it local or going to Fyre Festival 2.0 (see Netflix if you don’t know what this is), there are always expensive and less expensive ways to travel...

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MGD welcomes the New Year with new appointment

17 January 2019
MEDIA RELEASE
Boutique Brisbane-based financial services firm MGD has welcomed experienced wealth management specialist Graeme Del Favero to its expanding team.

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What do you really want?

15 January 2019
By John Barton
I came across some interesting research last week that suggested there is a significant gap between “the goals investors initially think they want and the goals that are truly relevant and important to them.” This gap is caused by goal “blind spots”...

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