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Carry forward concessional contributions

Mannie Lucero August 11, 2025 No Comments

If you’re looking for ways to potentially increase your retirement savings while reducing tax, carry forward concessional contributions could be a good option. Carry forward concessional contributions If you’ve had…

Australian housing market update

Mannie Lucero August 11, 2025 No Comments

Australian housing values rose another 0.6% in June, marking a fifth straight month of growth since conditions flattened out through the end of last year. Demonstrating the broad based nature…

2025 financial year in review

Mannie Lucero August 11, 2025 No Comments

A strong year for share returns Global shares delivered very strong returns in the past financial year. Optimism on the promise of ‘Artificial Intelligence’ (AI) as well as progress towards…

Economic update August 2025

Mannie Lucero August 11, 2025 No Comments

Global Financial markets rallied in July after the US struck trade deals with Japan and the EU, which involved a reduction in the tariff rate in exchange for over $1…

Are you wasting your marketing dollars?

Rachael Beveridge August 4, 2025 No Comments

As we know there are so many types of marketing activities we can choose from to generate more business. Unfortunately, many local business owners and/or advisers who do invest in…

When you need a Will and who can help

Mannie Lucero July 25, 2025 No Comments

Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to…

Tariff uncertainty and what this means for retirement income

Mannie Lucero July 25, 2025 No Comments

One of the keys drivers of happiness in retirement is the peace of mind that comes from financial security. However, US tariff announcements since the start of April have added…

Is it worth salary sacrificing into super?

Mannie Lucero July 25, 2025 No Comments

We’re all familiar with the concept of super. It’s that portion of our salary that employers are required to contribute to a super fund on our behalf, with the goal…

How worried should I be about running out of money when I stop working?

Mannie Lucero July 25, 2025 No Comments

It’s not unusual to be worried about running out of money when you stop working. A recent survey of Perpetual members found that 37 per cent of respondents approaching retirement…

National Conference 2025

Mannie Lucero July 11, 2025 No Comments

Capstone 2025 National Conference Home | Search Results for '' | Page 7 Transformation – navigating your future Delegate List Breakout Sessions Map Day 1: Wednesday 23 July 2025 11:00…

What is a sales funnel and why is it important to your success?

Jonathan Douglas June 25, 2025 No Comments

The sales funnel explained The sales funnel is a “sieve” that leads prospective clients through your sales process. It casts its net wide and then gradually weeds out unqualified prospects…

How does life insurance work?

Mannie Lucero June 24, 2025 No Comments

A step by step guide to help you through the decision making process. Firstly, what is life insurance? “Life insurance” is the general term we give to the range of…

Archives

Carry forward concessional contributions

Australian housing market update

2025 financial year in review

Economic update August 2025

Are you wasting your marketing dollars?

When you need a Will and who can help

Tariff uncertainty and what this means for retirement income

Is it worth salary sacrificing into super?

How worried should I be about running out of money when I stop working?

National Conference 2025

What is a sales funnel and why is it important to your success?

How does life insurance work?

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