General News

Should you use a travel card when overseas?

As clients prepare to escape the winter blues with an overseas trip, we hear a lot of questions about travel currency cards. There is a lot of debate as to whether or not travel cards are useful or if they’re a rip-off, and unfortunately, it’s not a simple question to answer.  It boils down to…

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‘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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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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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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Financial Planning Acronyms

Have you ever met a FP who presented an SOA that suggested you should do a NCC to your SMSF, establish an LRBA, so you can avoid giving money to the ATO with the aim of generating a return above CPI?   We certainly hope it didn’t come from our office because we like to…

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Spring Clean Your Finances!

It’s that time of the year! Spring is here and the weather is finally starting to get warmer and the sun is shining for longer (even if it doesn’t feel like it at times).   The one part of spring many of us dread is being forced to crawl out from under our cosy blankets,…

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Muirfield Budget Update – May 2016

The 2016 Budget was handed down last night with a strong focus on Superannuation.  The Government was quick to point out that 96% of individuals with superannuation will not be affected by these changes. For those who are planning for retirement, this budget may result in the need to review your strategy.  To help your understanding we have summarised the changes we believe may impact…

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Share Market Performance in 2015

An impressive rally in the final weeks of December failed to get share investors back into the ‘black’ for 2015.  The benchmark S&P/ASX 200 index finished the year down 2.1 percent at 5411.02.   Despite the December rally, investors can only look wistfully at those heady days of April. Our best day was April 27th, when…

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Investment Wisdom from the Experts

  Investing for success is not an easy process.  Although many claim to have the key, only a select few truly possess investment wisdom.  Here at Muirfield we have a few simple investment philosophies which have proven to be very effective over the past 27 years.  First and foremost is our KISS principle.  We have…

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