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...
May 9, 2022
EoFY 2022 – What you need to consider… NOW
Nina Kazmierczak- Partner and Principal Adviser Sovereign Wealth Partners It’s like Christmas without the gifts, just the work. However,...
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...
Aug 10, 2021
Where art thou tax report?
It’s August and you haven’t received your tax report yet. FY21 is the first full financial year in which many may be eligible to claim...
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...
Oct 12, 2020
The “break glass in case of emergency” Budget 2020
“If ever there was a time for a “break glass in case of emergency” budget, this was it. Coronavirus has put a wrecking ball through the...
Jul 11, 2020
The value of Advice- Superannuation Nominations
The value of obtaining financial advice is not necessarily all about the investment returns achieved on portfolios. The system of...
May 8, 2020
End of financial year checklist – 2020
2020 is turning out to be the year we couldn’t plan for, and suddenly we find that we’re only 7 weeks away from the end of the financial...
Apr 14, 2020
Australian Government Financial Support – what you need to know
The Australian Government has approved massive spending of $320 billion to support the economy during the COVID-19 shutdown. This...
