The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life. … Read more
What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are parking the retirement savings that they have invested within the super system. The data for the three months ended June 30, 2024, which was released in September, shows there were … Read more
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about 16% in 2022—a painful period for balanced investors that raised doubts about the viability of this strategy.1 Some commentators even declared the old standby dead. Yet, by the end of … Read more
Suite 31111,
Level 11,
Tower 3, Southport Central
9 Lawson Street
Southport Qld 4215
PO Box 407, Surfers Paradise, Qld 4217
Mon - Fri: 9am - 5pm
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T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) is a Corporate Authorised Representative (No. 419232) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
