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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Blog
  • Important Information
    • FAQ’s
    • Our Licensee
    • Financial Services Guide & Adviser Profile
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    • Your Privacy
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    • Terms & Conditions of Use

The pullback in shares – seven reasons not to be too concerned

Posted at 14 Feb 2018 in Economic Updates by Strategic Retirement Solutions

The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days. Considerations for investors Sharp market falls...

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MARKET AND ECONOMIC OVERVIEW – February 2018

Posted at 14 Feb 2018 in Economic Updates by Strategic Retirement Solutions

Australia Employment continued to rise in December, with a further 34,700 jobs being created. In 2017 as a whole, more than 400,000 new jobs were created in Australia, providing a...

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Correction time for Shares?

Posted at 08 Feb 2018 in Economic Updates by Strategic Retirement Solutions

Key points: The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more...

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Review of 2017 – Outlook for 2018

Posted at 29 Dec 2017 in Economic Updates by Strategic Retirement Solutions

Still in the “sweet spot,” but expect more volatility ahead.   Key points: Despite the usual worry list, 2017 has been pretty good for investors as global growth and profits accelerated and...

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The power of investing in yourself

Posted at 14 Nov 2017 in General Interest by Strategic Retirement Solutions

What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re...

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Boost your retirement income with salary sacrifice

Posted at 14 Nov 2017 in Superannuation by Strategic Retirement Solutions

By contributing into your super, you can reduce the amount of tax you pay while adding to your future retirement income. What is salary sacrifice? Put simply, salary sacrifice is where you...

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Funding retirement income in a low interest rate environment

Posted at 14 Nov 2017 in General Interest by Strategic Retirement Solutions

While a traditional bank deposit is generally regarded as one of the safest forms of investment, it also currently offers amongst the lowest returns. For those relying on bank deposits...

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Who’ll inherit your family heirlooms, if not your kids?

Posted at 14 Nov 2017 in General Interest by Strategic Retirement Solutions

If you’re a baby boomer, you may be considering passing down some of your treasured possessions to your children or grandchildren—especially if downsizing your home is on the horizon.  If...

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Investment bonds – an alternative to super

Posted at 14 Nov 2017 in Superannuation by Strategic Retirement Solutions

A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can put into super. This includes new limits on...

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Understanding how SMSF contributions work

Posted at 14 Nov 2017 in Superannuation by Strategic Retirement Solutions

Contributions can play an essential role in a self-managed superannuation fund (SMSF). Your SMSF contributions can be made in two ways – either by cash or an asset (known in...

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Recent Posts
  • What assets can you have before losing your pension
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  • Do falling markets signal a good time to open an SMSF?
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