Age Pension and Gifting / Deprived assets
It is great to be able to help the kids out with gifts of cash however it can ongoing impact to your circumstances due to the gifting rules.
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Rob Shears
- Feb 22
- 2 min
Currency Conversion Checklist
What do you need to check before converting currency or creating a hedge? We list some of the checks required here.
Rob Shears
- Feb 22
- 3 min
Why hedge foreign capital transfers
How to reduce or remove your currency risk on large foreign currency transfers.
Rachel Lafazanis
- Feb 22
- 2 min
How to save when buying property with overseas money?
Purchasing a property is usually the largest financial transaction a person engages in their lifetime. Adding in the complexity of having...
Rachel Lafazanis
- Oct 4, 2022
- 1 min
Behind the scenes: how we filter investment options
Our portfolio manager, Rob Shears, was recently asked on Ausbiz how does he filter the 58,000 global listed companies to find the gems....
Ella Duncan
- Jun 15, 2022
- 2 min
How to be SUPER prepared this End of Financial Year.
”To achieve great things, two things are needed; a plan, and not quite enough time” – Leonard Bernstein The end of the financial year...
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