How to rebalance your investment portfolio

The target mix of your investment portfolio should be built on your goals, time horizon and risk tolerance. But goals can change, and market fluctuations can cause your asset allocation to shift, so it’s important to monitor your portfolio on a regular basis and make adjustments as needed to ensure you are not taking on more risk … Read more

Know what concessions you may be eligible for?

As a small business, you have access to a range of concessions that could help your cash flow. Here’s some news and details about available concessions for you to consider. Lower company tax rates have changed. If you’re a base rate entity, your company tax rate is 26% in the 2020–21 income year. The small … Read more

Account-based pensions

An account-based pension offers regular, flexible and tax-effective income from your superannuation. You can get one when you reach ‘preservation age’ (between 55 and 60). It lasts as long as your super money does, but is not a guaranteed income for life. How an account-based pension works An account-based pension (or allocated pension) is a … Read more