What is Core and Satellite Investing?
What is Core and Satellite Investing When building an investment portfolio, Sterling Planners believe the simplest design happens to be the best. In this update,…
Latest News
Transfer UK Pensions & Invest in GBP – no waiting for best FX rates
Do you have UK pensions to transfer to Australia? If so, have you been waiting for a better exchange rate before transferring? Now there’s no…
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Do you have a UK LGPS (Local Government Pension Scheme)?
Do you have a UK LGPS (Local Government Pension Scheme)? If so, get some advice on the potential benefits of transferring those funds. Many people…
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End of Financial Year – A Super opportunity
The Coalition wins a third term – your superannuation update in preparation for the end of the financial year The Coalition Government has been re-elected…
The Major Parties’ Superannuation and Tax Policies
With the federal election approaching on May 18, many of our clients are asking what the major parties’ policies are that may impact their superannuation,…
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Government delivers surplus election friendly 2019-20 Federal Budget
Below are the key proposals, but as always with budget announcements we remember that until legislated they are just words in most cases… Superannuation largely…
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ATO Complying Status for SMSFs – New Process
Feb 2019 – In a recent article by Miranda Brownlee of the SMSF (Self Managed Super Fund) Adviser magazine, the following new ATO process was…
Potential delays in processing UK Pension Transfers
Nov 10, 2018 A Financial Times Article written by Josephine Cumbo highlights the trustees of some UK pension schemes may have another reason to put…
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2018 UK Budget Announcement
The 2018 UK Budget announcements saw the Chancellor, Rt Hon Philip Hammond, focus primarily on pre-Brexit preparations, consequently only a few items impacting UK pension transfers…