Market Wrap August 2021
Carrick Aland’s summary of global markets as COVID19 lockdowns extend throughout Australia, including major asset class performance and currency markets.
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How do you know when the advice is right?
Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you trust? How do you know you are going to get value for money?
Superannuation minimum drawdown rates
Extension announced to the temporary reduction in superannuation minimum drawdown rates. This is an extension of the measure that was introduced in 2020 as part of the government’s response to COVID-19.
Cash flow management
Working with a professional financial adviser can help you to see where there are gaps and opportunities in your financial management plan. Knowing what is happening with your money is not enough; you need to know how to make it work harder for you!
11 key tax facts about superannuation
Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective.
Personal insurances snapshot
When it comes to personal insurances, there are many different offerings out there, each with its own varying degrees of protection. Therefore, when it comes to an appropriate personal insurance plan, it’s not a one-size-fits all or set-and-forget approach.
Do you have more than one super account?
Did you know there is about $13.8 billion held as lost or unclaimed superannuation in accounts across Australia as at 30 June 2020? Is some of that yours?
Market Wrap June 2021
Carrick Aland’s summary of global markets as the pandemic still lingers, including major asset class performance and currency markets for June 2021.