Parkside InvestorPlus Articles

 

 

What we learned in 2020

From a personal perspective, 2020 taught us to be more adaptable, flexible and above all else, much more resilient.

From a financial perspective, the doom and gloom that prevailed for most of 2020 did not eventuate to the extent of the predictions that's not to say it's still coming my crystal ball is no better or worse than anyone else's.

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Creating Real Value

At Parkside, we devote time to serving our clients and creating real value for them. We find that our clients face a lot of the same issues.  Consequently, over the years we have built up a tremendous amount of experience in helping our clients to deal with those issues en route to achieving their lifetime goals. Here are some of...

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Advice worth more than it costs

A young family could be $240,000 better off at retirement if they receive financial advice, according to Sunsuper. Sunsuper commissioned CoreData for its 'Value of Advice Report' that found that a 34-year-old Australian couple who received advice could maximise their money to pay for six additional years of private education for two ...

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The new rules of salary sacrificing versus personal super contributions

 
One of the fundamental concepts in the superannuation regime self-managed super fund (SMSF) trustees need to understand is the difference between salary sacrificing and making personal super contributions to a fund.

The rules have recently changed, which means more people can now make additional contributions to their super...

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Pre-retirees concerned and underprepared

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for it, according to a new study.

The research prepared by Australian Unity and Empirica into retirement planning collated the responses of 1000 baby boomer Austra...

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