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Under The Bonnet #2: Dropbox and DocuSign
May 26, 2023
You might be mistaken for thinking that the glamourous life of a financial plann…
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Under The Bonnet #1: Risk Profiling Tool
April 1, 2022
Risk profiling is a process for finding the optimal level of investment risk for…
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68 Bits of Unsolicited Advice
May 16, 2020
I love long lists of short tips. This is a great one by Kevin Kelly titled 68 B…
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Make sure your executors and attorneys can get along!
April 21, 2020
In estate planning, the most important people are your executors (of your will)…
Do Less. Do Better. Know Why.
April 21, 2020
Cal Newport has long written about the intersection of digital technology and cu…
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When can you access your superannuation?
April 15, 2020
In order to access your superannuation you need to satisfy a condition of releas…
Changes to deeming rates on 1 May 2020
April 14, 2020
New Deeming Rates from 1 May 2020 The Government has announced that the deeming…
Reduced minimum pension payments for FY20 and FY21
April 9, 2020
The government has announced it is reducing the minimum pension payment requirem…
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Financial Claims Scheme (AKA Government deposit guarantee)
April 7, 2020
The Financial Claims Scheme (FCS) is an Australian Government scheme that provid…
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Thoughts on a crazy week
March 26, 2020
It has been a crazy couple of weeks for us all. And it may have only just starte…
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Two Things Can Be True At Once
March 24, 2020
Originating as a musical term, counterpoint refers to the technique of combining…
De Brevitate Vitae (On the Shortness of Life)
March 23, 2020
De Brevitate Vitae (On the Shortness of Life) – Lucius Annaeus Seneca Translated…