Author Archives: David Siostrom

5 Key Challenges In Retirement

In this article, we have chosen to look at the 5 main challenges faced by people planning their retirement or currently retired. These issues especially relevant since the onset of the COVID-19 pandemic, which has changed the way we think about retirement planning. These key challenges are as follows: (1) Longer lifespan – increased risk […]

Super Contribution Traps and Deadlines for 2019-20

Before making superannuation contributions for the 2019/20 year, fund members need to be aware of common traps to avoid incurring tax penalties. The first step is to determine if you are actually eligible to make a super contribution. (1) A Non-Concessional Contribution (NCC) is a contribution for which no party claims a tax deduction. When determining […]

Australian Residential Property Market Outlook

Christopher Joyce is a contributing editor with the Australian Financial Review. He is an Australian Fixed Income Fund Manager with Coolabah Capital Investments, Financial Economist and former Government adviser I have been a strong follower of his for a number of years and want to share his latest views about our property market in Australia. […]

Getting Early Access to Your Super

The latest Federal government stimulus package initiative in response to the coronavirus pandemic, will allow eligible people early access to up to $20K from their superannuation, before 30th September 2020. In this video, we discuss individual eligibility and other issues to consider before making a decision to access benefits.

Coronavirus Investment Update

In this edition, we look at the typical stages of a “bear’ stockmarket, as a guide to how the one that we currently face could play out! However, we recognise that while nobody can accurately predict the timing of a future recovery, it will eventually happen and so opportunities will present themselves to investors.

Coronavirus -Government Support for Business

The information below is a guide to concessions made available by the Federal government to small and medium size businesses in response to the impact of the coronavirus. However, affected business owners  should seek independent advice from their tax adviser and consult with their bank and/or the Australian Tax Office before taking action. Instant asset […]

Federal Government Stimulus Package

Issued by AMP Life Limited in March 2020 What it means for individuals, retirees and the Australian economy Here we explain some of the benefits you may be eligible for. With the COVID-19 coronavirus crippling the Australian economy and affecting livelihoods, the Australian Federal Government has announced a range of measures to support both businesses and […]