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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Library
  • Important Information
    • FAQ’s
    • Our Licensee
    • Compliance Documents
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How much do I need in my emergency fund?

Posted at 22 Aug 2021 in General Interest by Strategic Retirement Solutions

In these uncertain times, it pays to have money set aside to give you peace of mind that if your income drops, you still have ample funds to pay for...

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Increasing your Age Pension entitlements by renovating the family home

Posted at 16 Aug 2021 in Centrelink, General Interest by Strategic Retirement Solutions

One of the quirks of Australian society, including its taxation system, is that it puts home ownership at the centre of physical, emotional and financial well-being. There’s an aura about...

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Economic update and market commentary

Posted at 16 Aug 2021 in Economic Updates by Strategic Retirement Solutions

The Covid situation took a turn for the worse, as spiralling infections saw new lockdowns introduced in Australia. The government has suggested all restrictions can be lifted once 70% of the...

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Outlook for 2021-2022 financial year: Modest but good returns

Posted at 18 Jul 2021 in Economic Updates, General Interest by Strategic Retirement Solutions

Introduction The past financial year saw a spectacular rebound in returns for investors as the focus shifted from the recession to recovery against a backdrop of policy stimulus and vaccines. Expect...

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Learning the lessons of 2020: An extraordinary year

Posted at 20 May 2021 in General Interest by Strategic Retirement Solutions

When the COVID-19 pandemic hit Australia in March 2020 it brought immediate and severe financial gloom. Shares plunged 37% and the economy slumped to its first recession in nearly 30...

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A family affair: Children, super contributions and SMSFs

Posted at 20 May 2021 in General Interest, Superannuation by Strategic Retirement Solutions

The potential increase in members from four to six a in self-managed fund has led to many to consider about whether it is worthwhile to have children as members of...

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Why insurance is important: real benefits for you and your family

Posted at 20 May 2021 in General Interest by Strategic Retirement Solutions

Insurance plays a central role in providing financial security for you and your family when it’s needed most. You insure your car and your home. But nothing is more important than...

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Transfer balance cap set to increase to $1.7 million

Posted at 20 May 2021 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on...

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Saving for your child’s future

Posted at 20 May 2021 in General Interest by Strategic Retirement Solutions

As every parent knows (even before they become one), raising a child isn’t cheap. And those expenses don’t necessarily stop once they reach 18. Parents often hope to help their...

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Good news – Super contribution caps to rise

Posted at 20 May 2021 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

On 1 July 2021, both the concessional and non-concessional superannuation contribution limits, also known as ‘super contribution caps’, will rise. This is good news because this is the first time these...

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Recent Posts
  • Reserve Bank lifts interest rates by another 0.25pc to 4.35pc
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