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Risk Vs Return: Is Your Investor Profile Optimised?

Risk Vs Return: Is Your Investor Profile Optimised?

by Tony Richard-Preston | Nov 27, 2020 | Investments, Retirement, Superannuation

As part of any financial advice process, an essential ingredient is understanding your investor profile. This is usually ascertained from completing a risk profile questionnaire to assist your understanding of your attitude to risk. However, a questionnaire...
4 Tips for Pandemic Proofing Investment Portfolios: Financial Year Review of Super Performance

4 Tips for Pandemic Proofing Investment Portfolios: Financial Year Review of Super Performance

by Tony Richard-Preston | Sep 2, 2020 | Superannuation

Since my last newsletter in May, there has been a further recovery across asset classes to varying extents.  International and Australian shares continued their strong recovery.  This has boded well for superannuation fund returns which also continued to improve with...
2 Super Considerations for Your Spouse Working in the Private Sector

2 Super Considerations for Your Spouse Working in the Private Sector

by Tony Richard-Preston | Sep 1, 2020 | Superannuation

As a CSS or PSS member you are probably in a stronger position leading into retirement with the security a CSS or PSS pension can offer.  However, what about your spouse and tax planning?  Here are 3 things to consider when managing your superannuation...
Considering Voluntary Redundancy? Check Your Parachute Before Your Jump

Considering Voluntary Redundancy? Check Your Parachute Before Your Jump

by Tony Richard-Preston | Aug 27, 2020 | Superannuation

The public sector continues to offer voluntary redundancies (VR).  These can very tempting for people to accept, particularly if you are already nearing retirement.  Here are some key considerations and questions I am often asked by clients who have been offered a VR....
How Have Superannuation and Investment Returns Faired Amidst the COVID-19 Market Correction?

How Have Superannuation and Investment Returns Faired Amidst the COVID-19 Market Correction?

by Tony Richard-Preston | May 27, 2020 | Investments, Superannuation

Since February, investment markets experienced greater volatility than any other time in history. The initial market sell-off has been subsequently met with an extraordinary rally in equity markets. What has this meant for the performance of your superannuation fund...
What do the New Rules for Superannuation Concessional Contributions Mean For You?

What do the New Rules for Superannuation Concessional Contributions Mean For You?

by Tony Richard-Preston | May 21, 2020 | Superannuation

New rules for superannuation concessional contributions came into effect this financial year. As a CSS or PSS member, what do these changes mean for you? From 1 July 2019 concessional contribution ‘catch-up’ provisions allow you to make additional tax-deductible...

Recent Posts

  • Managing Rising Mortgage Rates Might be Easier Than You Think
  • Inflation, Interest Rates and Markets: What Will it Take to get Back to Normal
  • Considering Returning to the Public Sector and Rejoining the PSS as a Contributory Member?
  • What’s Happening in Investment Markets? Managing Volatility and Return Expectations
  • Should You Fix Your Mortgage or Remain on a Variable Rate?

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    Killara Wealth Pty Ltd ABN 65 637 981 410 is an authorised representative 1279984 of Vivid Financial Planning Pty Ltd AFSL478937. Tony Richard-Preston, ASIC Number 392984 of Killara Wealth, is authorised to provide financial services.

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