SUPERCentral has released a new digital compliance platform for advisers and accountants incorporating a large range of digitised wealth management documents.
wealth management
Having a direct say over your ethical investments
How do you access ethical investments? Firstly, most people think about trying to specifically choose individual companies to invest in. However, statistically trying to pick individual stock winners often leads to portfolio underperformance.
Industry struggling with seismic shift from wealth accumulation to wealth utilisation
A seismic shift is occurring within Australia’s investment landscape and the investment management industry is struggling to cope.
Plan your financial future while you’re still young
Are you young? Finally settled into the start of your career. Enjoying seeing your salary increase? Have you just bought your first unit to live in?
The $1.6m cap: Managing super balances for couples
There is plenty of discussion about the new rules limiting tax-free superannuation caps. Omniwealth thought a real-life case study that was actioned in client’s SOA in April-May would be useful. Scenario Husband is a 65 year-old highly paid professional and his wife is age 60, not working Husband has $1.6M in super and his wife […]
It’s April. How are those New Year resolutions looking?
Remember New Year’s Eve? Almost four months ago many people shared their New Year resolutions with friends and family. Comparison website finder.com.au found that on average 58% of Australians broke their New Year resolutions. I spend a lot of time with my clients discussing, writing down and tracking their goals. This is what I do […]
Case study: start saving for a child’s education with as little as $2,500
David and Sarah are determined to see that one year-old Nicholas goes to a private school in his secondary years. They have $2,500 to start their Savings Plan from Sarah’s parents, and hope that with their own monthly savings they can finance his school fees, and possibly have some funds left over for a second […]
Wealth Transfer – even before death
Whilst having a well-considered and properly drawn up Estate Plan is a necessity for everyone with assets serious about achieving the best outcomes for their family, you don’t have to wait until you die before distributing your wealth. You may decide to pass on your wealth while you’re alive, but such a strategy should always […]