Kylie Wright in Bundaberg, Queensland | Financial planner

Kylie Wright

Locality: Bundaberg, Queensland

Phone: +61 7 4154 0425

Add/Update information

Reviews

Tags

• Public figure
• Financial service
• Financial planner
• Estate planning solicitor

25.01.2022 If you want to read the full Budget papers, they can be found here. #Budget2017 http://budget.gov.au/

23.01.2022 #Budget2017 Good news for our regional areas! The Regional Investment Corporation will be established to streamline the delivery of $4 billion in concessional loans, including the $2 billion National Water Infrastructure Loan Facility. These loans will help secure growth, investment and resilience in rural and regional communities.... The Regional Growth Fund will invest $472 million in regional infrastructure projects that back our communities’ plans to grow their local economies and adapt to the changes taking place through globalisation and technological change.

16.01.2022 In honour of International Women's Day, State Street Global Advisers have put a picture of a defiant girl in front of Wall Street's bull. State Street are campaigning to pressure companies to add more women to their boards. State Street are one of the Fund Managers we use and we applaud their stance on this important issue. https://www.businessinsider.com.au/stage-street-global-advi

09.01.2022 Here is the summary of the #Budget2017 issues for indiviuals... Please don't hesitate to comment or contact me if you require further information for your personal situation. http://bit.ly/2qph6gB

08.01.2022 Last week Jes and I attended the 2017 SMSF Association National Conference in Melbourne. The Conference received a record turnout of almost 1700 delegates, with 48 sessions presented by over 60 speakers. There is no doubt that self-managed super funds have been strongly growing in recent years. Australian Prudential Regulation Authority data shows the number of SMSFs increased 5%, to 572,000 Funds, in the year to March 2016, with assets totaling $590 billion. SMSFs are set t...o double again in size and numbers over the next 15 years. 48% of all SMSFs are now in draw down phase which means that understanding Longevity risk is more important than ever and I will be writing more on this over the coming weeks The SMSF Association continues to be a strong advocate for SMSF Trustees and their advocacy both before and after the May 2016 Federal Budget has meant that the changes to super legislation are more favourable than they would have been otherwise. Many of the sessions Jes and I attended were highly technical and were a great way of testing our knowledge against the best of our peers in the SMSF industry and ensuring that we can bring back high level strategies for our clients. However not all of the Conference was technical one of my favourite speakers was Tim Costello who discussed Trust and Ethics and made the startling pronouncement that although Australia has 0.2% of the world’s population, it has 20% of the world’s poker machines! He did say that wealth management is fundamental to our wellbeing and I couldn’t agree more. Overall the Conference was a fantastic opportunity to ensure that we are across all of the rule changes (we are) and to think about many of the bigger picture issues for SMSFs and our clients.