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  • Our Philosophy
    • Markets can be unpredictable
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    • Each client is unique
  • Our Services
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Should you lend money to family?

Posted at 15 May 2017 in General Interest by Strategic Retirement Solutions

You’re probably fairly used to helping your family out with a little extra cash here and there. Whether it’s pocket money for doing chores, or money to pay phone bills, go see a movie or buy clothes, for example. But what happens when they put their...

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MARKET AND ECONOMIC OVERVIEW – May 2017

Posted at 15 May 2017 in Economic Updates by Strategic Retirement Solutions

Australia The Reserve Bank of Australia (RBA) Board met on 4 April and as widely expected, left the official cash rate on hold at 1.5%. At the time of writing the RBA also left the official cash rate on hold at its 2 May 2017...

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Federal Budget 2017 – Snapshot

Posted at 10 May 2017 in Federal Budget Updates by Strategic Retirement Solutions

On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year. According to Federal Treasurer Scott Morrison, this year’s Budget is founded on the principles of fairness, security and opportunity. Mr Morrison claims that the government’s proposed measures will raise almost...

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MARKET AND ECONOMIC OVERVIEW – November 2016

Posted at 17 Nov 2016 in Economic Updates by Strategic Retirement Solutions

Australia The Reserve Bank of Australia (RBA) Board met on 1 November 2016, as widely expected, the cash rate was held unchanged at 1.5%. The statement remained largely similar to the October statement, with inflation still described as “quite low” and “…expected to remain low...

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Are you prepared for changes to the Age Pension assets test?

Posted at 17 Nov 2016 in Centrelink by Strategic Retirement Solutions

How the assets test will work in 2017 could increase your Age Pension entitlements, or take some or all of them away. With revisions to the Age Pension assets test just around the corner, it’s important to understand how the changes could impact you, particularly with...

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US Election: Outcome and Implications

Posted at 17 Nov 2016 in Economic Updates by Strategic Retirement Solutions

For the second time in 2016, the global geo-political landscape has shifted dramatically with the election of Donald Trump as the 45th President of the United States. The victory by Donald Trump looks to have been much more comfortable than almost any commentator was expecting –...

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