Paul Wright 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

Accounting

Changes to Personal Income Tax Rates

The Federal Government is proposing changes to the personal income tax cuts initially set to begin on July 1, 2024. The three-points plan announced in the 2018-19 Federal Budget, aimed to address the issue of tax rates not keeping up…

David LiangFebruary 13, 2024

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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

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Advice Investments

Inflation, Interest Rates and the Cost of Living

Tuesday’s decision by the Reserve Bank of Australia (RBA) to increase interest rates has only added to what has been a bumpy start to the year in both share and bond markets. Markets like certainty, they thrive when the future…

Allan DunnJune 17, 2022

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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

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

Investments Uncategorized

Property Investing 101

As financial planners, we are able to - and do - discuss property as an asset class. We have chosen not to advise our clients on the merits of a specific or individual property, tending to access property as part…

Allan DunnJuly 30, 2021

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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

Uncategorized

Do you have an emergency fund? Here’s why you need one

In the depths of the COVID-19 crisis many people are spending time with that horrible phrase “If Only”. Remember when you spent the last of your cash buffer on that 60 inch all singing all dancing television? You may have…

Paul WrightJuly 2, 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

Paul Wright