The video features Troy Smith, IOOF Senior Technical and Regulatory Change Manager, and provides clients with a high-level overview of the proposed changes referring them to the Client Summary Fact Sheet for more information.
Federal Budget 2021 Fact Sheet – Download.
Life does not always follow the path we imagined. Sometimes, the plans we made no longer reflect who we are or where we want to go. That is why life pivot planning can help. Whether you are changing careers, moving house, or starting a new venture, this blog shares...
If you’re one of the many Australians with a home loan, a mortgage rate cut can be welcome relief. It’s also a chance to consider investing mortgage savings for long-term benefit. There are two main options to consider. You could use the savings to make extra...
Many self-managed super fund (SMSF) trustees now use exchange-traded funds (ETFs) to grow their portfolios. A large number of these trustees work with Geelong financial advisors at LBW to help guide their ETF choices and structure their funds. Recent data shows...
