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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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Making sense of Medicare and your tax obligations

Posted at 12 Feb 2020 in General Interest by Strategic Retirement Solutions

To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare levy as part of your income tax. While the low-income...

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Time to consider green investing?

Posted at 12 Feb 2020 in General Interest by Strategic Retirement Solutions

In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do to help. If you’d like your...

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Will I pay Capital gains Tax on my Inheritance?

Posted at 12 Feb 2020 in General Interest by Strategic Retirement Solutions

In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types of assets inherited by a beneficiary that could be subject to...

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Is $1 million enough to retire on?

Posted at 12 Feb 2020 in General Interest by Strategic Retirement Solutions

Everyone who’s approaching retirement wants to know how much money they need to save - how much is enough to leave work confidently and then live comfortably? Lately, we’ve been...

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How to overcome a financial setback

Posted at 12 Feb 2020 in General Interest by Strategic Retirement Solutions

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” For some people, keeping up with day-to-day living expenses and...

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How to review your SMSF investment strategy

Posted at 12 Feb 2020 in General Interest, Superannuation by Strategic Retirement Solutions

How to review your SMSF investment strategy Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements include (but not...

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Economic Update

Posted at 12 Feb 2020 in Economic Updates by Strategic Retirement Solutions

Market and Economic overview Australia Headline inflation rose slightly more than expected in the December quarter. Prices rose 0.7% over the three-month period, the fastest quarterly increase in three years. This...

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The Coronavirus and its impact on markets

Posted at 03 Feb 2020 in General Interest by Strategic Retirement Solutions

The Coronavirus is slowly jumping international borders after its initial spread in China, and markets have not been immune to its impact. Coronaviruses are a large family of viruses which have...

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Bushfires and the Australian economy

Posted at 16 Jan 2020 in General Interest by Strategic Retirement Solutions

Key points: The bushfires are expected to result in around a 0.4% hit to GDP mainly in the March quarter followed by a rebuilding boost. The hit to consumer spending...

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Review of 2019 – Outlook for 2020

Posted at 10 Dec 2019 in Economic Updates, General Interest by Strategic Retirement Solutions

Key points 2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields fell and demand for...

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Recent Posts
  • Reserve Bank lifts interest rates by another 0.25pc to 4.35pc
  • Making the most of a market downturn
  • Four ways to invest through market volatility
  • Payday Super – the simple change that can boost your retirement savings
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