Holding long term bonds in any Australian, and global, investment portfolio is seen as a core strategy. However, with their recent negative performance we thought…
Read More Long Duration Bonds, and the negative performance over recent years
In our last update we discussed Sterling Planners’ investment philosophy of “core and satellite”. While we believe this approach delivers results over time, we must…
Read More Why ‘stay calm and carry on’ should be our investment mantra
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,…
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…
Read More Transfer UK Pensions & Invest in GBP – no waiting for best FX rates
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…
Read More Do you have a UK LGPS (Local Government Pension Scheme)?
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…
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,…
Read More The Major Parties’ Superannuation and Tax Policies
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…
Read More Government delivers surplus election friendly 2019-20 Federal Budget
Feb 2019 – In a recent article by Miranda Brownlee of the SMSF (Self Managed Super Fund) Adviser magazine, the following new ATO process was…
