Super fund fees explained
What are super fund fees? Super fund fees are the costs charged to manage your account and the investments your money is held in. They can cover running your account,…
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Navigating redundancy – make it work for you
Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. If it happens towards the end of your career…
Understanding the rules and obligations of an SMSF
While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider, including: In fact, many people who choose…
What is the right fee for client advice?
From an adviser business owner’s perspective, it is clear that your advice pricing and the fees clients pay for your advice and service, largely determine your overall success and profitability.…
Establish your Board of Advice
The world of financial advice has never been busier and it is more important than ever before for Principals to take ‘time out’ of their business to focus on their…
Average super balance by age in Australia
Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one of the first things Australians compare. So it’s no surprise…
The economy: learn the basics in 5 minutes
Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. 1. What is the ASX? ASX…
The value of good financial advice
When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring…
Taking control of your finances post divorce
Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life. As well as the emotional challenges, there are practical issues…
Capstone Financial Planning joins the PictureWealth Group
(Left to right): Allan Maitland (PictureWealth CEO), David Pettit (PictureWealth Founder), Grant O’Riley (Capstone Managing Director). PictureWealth, the Australian FinTech wealth advice company, today announced that Capstone Financial Planning, a…
Romance scams – signs an online relationship could be a scam
Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial emergencies, travel costs or investment opportunities. Romance scams a top…
Developing a retirement savings plan
While saving for retirement can seem somewhat daunting, there are a few simple strategies to use when planning your best financial future. Here’s how to get started today, to enjoy…