May 16, 2023
Federal Budget 2023 – What it means for (some) individuals
Chris Forrest- Senior Partner and Principal Adviser Sovereign Wealth Partners The budget headline was dominated by a projected surplus of...
Sep 14, 2022
Retirement tips – from those already retired
Steve Thaxter – Senior Partner and Principal Adviser Sovereign Wealth Partners Retiring is a big deal for anyone and one thing we’ve...
Sep 13, 2022
Too old to contribute to Super? Think again!
Nina Kazmierczak- Partner and Principal Adviser Sovereign Wealth Partners Over the last few years, there have been several moves...
Aug 10, 2021
Structuring a Secure Retirement Income
Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners In our last article we asked the question: can a...
Aug 10, 2021
The value of advice- When the stars aligned for the Bank of Mum and Dad
Steve Thaxter- Senior Partner and Principal Adviser, Sovereign Wealth Partners There was cause for quiet celebration in one of our...
Jul 13, 2021
How can I secure my retirement income?
Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners Over two articles we will be looking at how prospective...
Jun 6, 2021
Superannuation Updates from 1 July 2021
With a new financial year just around the corner, the arrival of 1 July comes a few updates to superannuation caps and/or limits. Below I...
May 18, 2021
EoFY 2021 – How to best prepare
What you need to consider… NOW It’s like Christmas without the gifts, just the work. However, good planning pays dividends. Here are...
May 18, 2021
2021 Federal Budget summary- How it may impact you?
The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his second Federal Budget on 11 May 2021. This budget’s focus is firmly on...
May 18, 2021
Downsize to upsize your Super – Budget 2021
Retired or retiring Australians have been resistant to the idea of downsizing the family home. There are a number of reasons behind this,...
