News & Updates
The Ethical Conundrum!
By Elise Treagus With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been...
SMSF Investment Strategy Chaos: What are they and how do they effect you?
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When...
Getting more out of your pension!
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. ...
I’m Only Allowed To Give Away $10,000!
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
Are you financially prepared for retirement?
Transitioning from working life to retirement can be an exhausting and nerve racking time. With so many aspects to consider many people...
Estate Planning is more than just a Will
It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...
Preservation age – When can I access my super?
1 July 2015 represents more than just the start of a new financial year! As most financial advisers would know a...
Changes to the Centrelink Pension Income Test
From 20th September 2009, a number of changes will occur to the Income Test used to determine the rate of pensions...
“The Devil is in the Detail” – Changes to the Age Pension Asset Test to come into effect 1st of January 2017
Earlier this year, legislation to tighten the Age Pension Asset Test passed through the senate. At first glance, it would appear...
Looking to buy an investment property?
I am often asked about the merits of property investment. Invariably my answer is that like most things in life, some...
“I don’t need financial planning advice”
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
“I’ll come and see you when I’ve got money to invest!”
I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...
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