‘Keeping tabs on your super investments’

We can’t stress this enough – it is so important to make sure you have the best possible investment strategy for your situation. But how do you do it? Matt Torney was, once again, interviewed by the Financial Planning Association’s Money & Life online magazine to help answer this very question.  Click here to read the article and…

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‘Is the 2017 Federal budget a winner for retirees?’

Recently, Muirfield Adviser, Matt Torney was interviewed by, the Financial Planning Association (FPA) online magazine, Money & Life regarding the 2017 Federal Budget and its potential effects on retirees. The article reflects on the re-instatement of the Pension concession card, the pros and cons of downsizing, and contributing proceeds to Super. To read the article, please click here.

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Superannuation Reform Seminar

On 12th May, 2017, Muirfield held a public seminar to educate individuals on the implications of the Superannuation changes taking effect in July 2017. If you would like to review the presentation we have attached a copy here. If you have questions regarding the changes please do not hesitate to contact our office on 03 5224 2700.

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Muirfield Budget Update – 2017

On 9 May, Treasurer Scott Morrison delivered the 2017 Budget. Morrison touched on quite a few points and declared that Australia will return to surplus in the coming years. There are some interesting changes that may come about due to the budget, and we have highlighted these below:   Home Proceeds and Superannuation In the…

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Autumn Newsletter

In the Autumn 2017 edition of the Muirfield eNews we give you the latest on what the team is up to, tell you about one of our incredible clients, discuss the latest in the market, give a brief overview of a new philanthropy effort and more. Most importantly, we want to tell you all about…

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Working Past Age Pension Age

There are a number of considerations to take into account when contemplating retirement, or a move to part-time work. If you continue working past Age Pension Age, individuals who scale back their hours often benefit from the gradual transition into life after work. For some, retaining the social support of a work environment can be…

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New Financial Planning Regulations

In a win for the Australian public and the Financial Services industry, the Government recently passed the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016. The bill is designed to raise the standard of financial advice in Australia. The new reforms will require existing financial planners to meet stringent education and exam requirements and…

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Redundancy. What Next?

Being made redundant is never easy. However, if you are made redundant it is important you Seek Financial Advice from a professional to ensure all important financial options are considered. Things worth reviewing include taxation, superannuation, insurances, Centrelink entitlements, and investments & cashflow. A summary of each is outlined below:

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