Financial Advice Perth | Professional service
Financial Advice Perth
Phone: 08 6102 6532
Reviews
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22.01.2022 Our latest Newsletter - December Quarter 2015/16 can be found here: http://www.abbotts.net.au//prepare_for_life_-_issue_19_-_w
21.01.2022 A good news story about the volunteer work being done by our nations financial adviser. https://www.adviservoice.com.au//fpa-philanthropy-heart-f/
21.01.2022 I am preparing to cycle 100km from Perth to Mandurah (and back again) in October in the Ride to Conquer Cancer. Any and all donations will be gratefully accepted. To donate visit: bit.ly/teamabbotts
19.01.2022 Long video but worth a look if you have time.
18.01.2022 Do you love your children? https://youtu.be/-9l_Vot1jrY
18.01.2022 Very sage advice from one of the best in the business.
18.01.2022 A good news story about the benefits of working with a professional financial adviser. http://www.professionalplanner.com.au//consumers-highly-r/
17.01.2022 Our latest Newsletter - September Quarter 2015/16 can be found here: https://dl.dropboxusercontent.com//Prepare_For_Life_-_Issu
15.01.2022 Abbotts takes staff training very seriously.
13.01.2022 Be on your way to retiring richer than you ever thought possible by taking greater control of how your money is invested in your Self Managed Super Fund (SMSF).
13.01.2022 The Australian Federal Government have today announced that they are scrapping the proposal to limit retrospective super contributions (non-concessional) to $500,000 for a lifetime. They are replacing it with a proposal to limit non-concessional contributions to $100,000 with 3 years worth allowed in any one year. They have also stated they will keep the $25,000 lower concessional cap from 1st July 2017.... They will also be keeping the $1.6M pension transfer cap (per person). News release: http://sjm.ministers.treasury.gov.au/media-release/096-2016/
11.01.2022 Classic. This article shows (in summary) that the median cost of a wedding in USA is $15,000. It also provides a link to a 'compound share market return' calculator that shows a couple married in 1995 (20 years ago) would have $98,400 if they had invested the wedding cost into shares and left the investment to compound over that 20 year period. The reality is that a good deal of those people paid for their wedding with borrowed money and are still paying it off! http://www.sbs.com.au//comment-engaged-how-much-youd-make-
11.01.2022 http://www.abbotts.net.au/please-support-our-ride-to-conqu/
11.01.2022 Steps to Establish a SELF-MANAGED SUPER FUND SPECIAL OFFER: I will help you with everything in this list for $1,500 (cost is usually $3,000 to $5,000). 1) Decide if an SMSF is appropriate for you... 2) Decide between individual trustee or corporate trustee 3) Establish SMSF Trust and Trust Deed 4) Establish Fund bank account 5) Establish fund investment strategy 6) Rollover retail super into SMSF 7) Consider/Purchase Life Insurance for members 8) Purchase investments To take advantage of this offer, you must call my office on (08)9321 4700 and ask to speak directly to me Paul Hodson. Offer expires end of April 2013.
10.01.2022 The RBA has decided to keep official rates at 2.5%pa at their meeting today. http://www.rba.gov.au/media-releases/2014/mr-14-03.html
09.01.2022 Take a look at Abbotts Wealth Management Newsletter for September quarter, 2016/17. Some timely and very useful stuff here...https://dl.dropboxusercontent.com//Prepare_For_Life_-_Issu
09.01.2022 Long-term investing may not be enough to mitigate risk. A new approach might be required.
09.01.2022 RBA drops rates again, have we reached the bottom?
08.01.2022 http://www.abc.net.au/news/2013-10-01/rates-hold/4991368
07.01.2022 Super Legislation release: In the past 24 hours, the government has finalised legislation to: 1)Increase to the concessional contributions cap, which rises to $35,000 for people aged 60 years and over from July 1, and will increase to $35,000 for those over 50 from July 1, 2014... 2)Increases contributions tax from 15% to 30% for those earning over $300,000 There is no news (that I can find) regarding the increase in SGC from 9.0% to 9.25%, though on Bill Shortens media release (see: http://mfss.treasurer.gov.au/DisplayDocs.aspx) it clearly states the following: Since being elected in 2007, Labor has: Passed legislation to increase superannuation from 9 to 12 per cent, beginning July 1 this year. Cheers Paul
04.01.2022 Here is a link to our latest blog post, to try and make sense of the recent market movements. http://financialadviceperth.com.au/charter-plan-blog-week-2
04.01.2022 Very sage advice from Morningstar: http://www.morningstar.com.au///investment-strategy/6827/2
03.01.2022 If you would like to know more about getting a daily helicopter view of your financial life do not hesitate to contact us on (08) 9321 2642 and start the process of pulling it all together!
03.01.2022 Core Logic update on Perth property market, where it stands and the outlook. https://www.corelogic.com.au/housing-update/
02.01.2022 Do you love your kids? Are you a good provider? If you answered yes, then you'd better have adequate life insurance.... How will the family survive if you're not around? Life insurance costs less than you think. It can be held inside super to be more tax effective. Policies marketed direct, via TV or internet have a high decline rate. If you get your cover through a properly licensed adviser, it won't cost you more. Get it sorted NOW! Don't hesitate.
01.01.2022 Below is a link to our latest Blog, with some interesting insights into the market and a comparison to property and gold. http://financialadviceperth.com.au/charter-plan-blog-week-1
01.01.2022 http://financialadviceperth.com.au/charter-plan-blog-post-1
01.01.2022 I can help you set up your own SELF-MANAGED SUPER FUND. Just ask and I will show you how.
