covid-19 wishes

Making your COVID-19 wishes known

While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be.

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july new financial year

New financial year – New perspective

July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a great time to plan your finances for the year ahead, to rebuild or make the most of the savings you have made during months of social isolation.

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Is the sky falling?

I apologise in advance as this is a longer read than usual but there is quite a bit going on so I wanted to go into a little more depth than usual.

Made famous by ‘Chicken Little’, and his concern that the sky was falling, you don’t have to look far to get worried.

We can list some majors pretty easily…

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RFS’ Survey results are in!

Well the results are in and to all the respondents – and there were some 143 of you – a very big thank you.  We appreciate so many of you taking the time to give us some very valuable feedback.

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Welcome to the 20/21 Financial Year!

A lot of people would probably like to forget 19_20 but its impacts will continue to be felt. As we suspected back in March, we will still be dealing with this pandemic for some time and that has flow on effects for investment markets and certainly for Australian’s, their jobs and business’ and the world and Australian economy.

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How COVID-19 changes tax time

Winter is here and we are almost to the end of another financial year. And what a year it’s been! With so many Australians impacted by fires, floods, drought and now COVID-19, let’s hope the new financial year sees a return to something like normality…

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Lump Sum (one-off) Withdrawals

If you are planning any large acquisitions in July that will require drawing down on your investments, superannuation or pension accounts, please be aware that most investment managers delay redemptions in the first weeks of the new financial year as they finalise their end of year accounts.Read More

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