by orange_office | May 27, 2025 | Weekly Updates
At the time of the European Debt Crisis about 2010 an Australian lady of Greek origin inherited some money and came to see me about investing it. She mentioned that her sister who lived in Greece had inherited a similar amount. I asked what the sister was going to do...
by orange_office | May 21, 2025 | Weekly Updates
Some weeks ago this column covered the opportunity to build up superannuation balances using non-concessional contributions, especially for those approaching retirement and recently retired. These contributions also provide another valuable opportunity – to reduce...
by orange_office | May 14, 2025 | Weekly Updates
Some young adults are ambitious and prepared to take risks to build wealth early. What are their options? One approach that may not require a lot of capital if they are very lucky is to buy small company shares that may one day make the big time. This is very risky....
by orange_office | May 6, 2025 | Weekly Updates
The end of the financial year is now only seven weeks away. June 30 is a key date for superannuation contributions. There are steps people can take before that date to maximise their super balances, that will no longer be possible after June 30. As people get closer...
by orange_office | May 1, 2025 | Weekly Updates
The leading issue in the election battle is the cost-of-living squeeze. The political parties are all offering handouts so they are seen to be providing relief. Offers include minor tax cuts, a temporary petrol excise cut, incentives for more doctors to bulk bill...
by orange_office | Apr 15, 2025 | Weekly Updates
Thinking of retiring in the next few years? When is the best time of year to retire? There are several possible answers to that. Many people prefer Christmas time. Why not complete a year of work in mid-December, go on a long holiday break, then start a new chapter of...
