advisor Archives

Accounting Business Families

Family business and Essential Tax Insights

Owning a family company comes with significant responsibility regarding how payments from the company to you or your family member are handled. Most payments from a company are considered as dividends in the recipient's hands, except the return of original…

David LiangApril 8, 2024

investment advice stocks markets alan kohler innovus advice financial planner accountant wollongong fairy meadow illawarra

Investments Retirement Superannuation Uncategorized

Investing is not the nightly news

Some little time go I had a fairly veiled rant about the focus of media attention on the short-term movement in investment markets. I thought a few pictures might amplify, so I took to the stocks app on my iPhone.…

Paul WrightAugust 17, 2022

investment advice stocks markets ukraine war innovus advice financial planner accountant wollongong fairy meadow illawarra

Investments

MARKETS AND THE PRICING-IN OF WAR – Russia/Ukraine War

Isaac Asimov — 'Violence is the last refuge of the incompetent.' As we moved from 2021 into 2022 there was a slight glimpse of a future that looked something like we had seen prior to 2020 and the onset…

Paul WrightMarch 22, 2022

Covid financial uncertainty Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Advice Planning

What could top 2020… 2021 of course!

The COVID pandemic has been awful for many around the globe. It has changed life as we have known it, perhaps forever. If you can put that aside, for investors, super fund members and homeowners, 2021 was about as…

Allan DunnFebruary 4, 2022

Death end of life retirement home aged care Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Advice Estate Planning

And then there was one…

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death. Picture this… Dave and Marg are retirees. They both have accumulated superannuation which is being used to pay each of…

Allan DunnNovember 12, 2021

Advice Retirement

Financial Advice for Transitioning to Retirement

I have been a financial planner and advising clients for the better part of 30 years. From that experience, I know that the transition to retirement is one of the most daunting times that clients are faced with. You will…

Allan DunnSeptember 3, 2021

Advice Uncategorized

What If We Could Predict The Future?

At times like these, it is tempting to seek a secure prediction of the future, after all, we have been living through uncertain times for most of the last year or so, from floods to fire, back to floods and…

Paul WrightJanuary 20, 2021

investing in gold bullion wollongong illawarra south coast nsw financial investments financial planning

Uncategorized

Invest In Gold? What’s So Special About Gold?

In recent weeks we have had an increasing number of enquiries about how people can invest in gold. Traditionally, many investors would obtain exposure to gold assets by buying shares in gold producing companies. The shares in these companies fluctuate…

Paul WrightSeptember 23, 2020

Why ithe market is going up during COVID-19?

Investments

Why the market is rising during COVID-19?

Since March 23 we have seen an increase in the value of the ASX 200 of around 25% and in a previous article, I explained how markets always look forward rather than backward (see here). It all seems so logical…

Paul WrightJune 9, 2020

Advice Aged Care Uncategorized

Advising Dead People

As we wait for Royal Commission into misconduct in the Banking Superannuation and Financial Services industry (to give it it's full title) to hand down its findings, I wanted to provide some advice to dead people. Well, not really, I…

adminJanuary 30, 2019

advisor