News

Share Market Volatility

Posted on 14 April 2020

Financial Planning

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Private Wealth

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Retirement Planning

Episode 1.
Hear from Malcolm Palmer, CEO of Joseph Palmer and Sons Stockbrokers, as he shares his expert views and wealth of experience on how Covid-19 is impacting the Australian Share market now and in the future.

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The super difference for women

Posted on 27 March 2019

Retirement Planning

It’s a well-documented fact that superannuation balances tend to be lower for women than for men. This article discusses some key issues women face when it comes to money (income, super, insurance, living alone) and then focuses on super. It uses an example to calculate how the choices of a 35-year-old female professional can affect her retirement savings.

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A few interesting facts about retirement

Posted on 1 February 2019

Retirement Planning

Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before you put off planning for your retirement any longer, here are some key facts you should consider.

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Upsize your super with downsizer contributions

Posted on 1 February 2019

Retirement Planning

People aged 65 or over may be eligible to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018.

These are known as ‘downsizer contributions’ and they can be made on top of the existing contribution caps, without having to meet certain contribution rules and restrictions.

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The twenty commandments of wealth for retirees

Posted on 18 January 2018

Retirement Planning

We liked this article from Noel Whittaker…

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The ‘what, why and how’ of contributing to super

Posted on 10 July 2017

Retirement Planning

With so many changes to super in recent times, comparing to the past can be confusing for your readers. Focusing on the present, this article starts afresh giving an overview of the current superannuation contribution options.

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