Happy holidays
18/12/2024
As the festive season approaches, we wanted to take a moment to extend our warmest wishes to you, your families and friends. We hope you’re ...
Understanding Private Ancillary Funds (PAFs): A Charitable Giving...
28/11/2024
For families with significant wealth who want to create a lasting impact and legacy through structured charitable giving, Private Ancillary ...
I’m a successful professional; why should I seek financial advice?
31/10/2024
The short answer is that it’s for the same reasons people should seek your expertise. It’ll put you in a better position, give you precious ...
Can you get $1.56m into super in less than a year?
30/09/2024
Glad you asked! The answer for many people is absolutely. In fact, it could be more with employer or personal concessional contributions.
The ...
Why your digital assets matter in estate planning
05/09/2024
If you have a will, you’ll have left instructions to deal with assets such as property, shares and cash.
But what about digital assets? These ...
2024 Mid-year Economic Outlook
28/06/2024
You may recall that six months ago the market consensus was that central banks would start cutting interest rates and that they would do so ...
Federal Budget May 2024 Snapshot
21/05/2024
Summary
For the second year in a row, the government expects to deliver a budget surplus. This wasn’t a big surprise as for many years, ...
Supercharge your super and unlock a $157,500 tax deduction opport...
02/05/2024
Most people in fairness aren’t eligible to claim a $157,500 tax deduction, nor does everyone have the income to fully utilise such an ...
Important superannuation changes for the 2024/25 financial year
24/04/2024
What you need to know
As we approach the new financial year, it's important you are aware of the upcoming changes of superannuation ...
Time for Goldilocks to shine?
19/02/2024
Back in 2022, the majority of economists, myself included, were predicting a Eurozone and US recession within the next 12 months. Why the ...
Happy holidays
19/12/2023
As the festive season is upon us, we at Keep Wealth want to express our sincere gratitude for your continued trust and partnership throughout ...
Welcoming Caroline
15/11/2023
We’re delighted to announce that Caroline Turner has joined the Keep Wealth family.
Caroline brings considerable experience from within (and ...
Risks for the bank of mum and dad
24/10/2023
Does the bank of mum and dad fully understand the risks of providing financial assistance to their children?
Bendigo Bank run a tv ad about them...
Values matter
26/09/2023
How often do you stop to think about what’s really important to you in life?
Values are the beliefs and principles that you believe are ...
The Mega 7
01/09/2023
Averages can hide a multitude of sins, and this is particularly the case with the Mega 7 in financial markets.
So far this year, investors in ...
Navigating the current global economic landscape
18/08/2023
The global economic landscape has witnessed unprecedented shifts and challenges in recent years, leaving investors around the world to grapple...
Has inflation peaked?
27/07/2023
As you might have seen, inflation looks to have turned the corner, even though the jobs market remains as strong as any period in history. In ...
2023 End of Financial Year Super and Tax Planning
15/06/2023
As the end of the financial year (EOFY) deadline gets close, this is the time to consider if any superannuation and taxation opportunities are ...
Federal Budget May 2023 Snapshot
16/05/2023
Summary
The May 2023 budget yet again, proves that Australia is the ‘Lucky’ country. Thanks to a huge revenue windfall due to record low ...
30% super tax
06/03/2023
The government has announced that from 1 July 2025, earnings from superannuation balances over $3 million will attract a 30% concessional tax ...
2023 Market Outlook
07/02/2023
Navigating markets in 2023 will require patience, diligence and an active overlay as volatility is likely to reign supreme.
“Successful ...
Happy holidays
20/12/2022
We’re just about done for the year and looking forward to taking some time out with our families and friends to recharge. We hope you’re ...
Federal Budget – October 2022 Snapshot
28/10/2022
In his first budget on Tuesday, Treasurer Jim Chalmers handed down a conservative budget as Labor sought to meet its pre-election commitments. ...
Whack-a-mole
14/09/2022
I am sure that we can all remember the carnival game of whack-a-mole; it had many variants but essentially a mole puppet would pop up out of a ...
Where are interest rates headed?
09/06/2022
Interest rates are certainly on the rise, so much so that the recent sell off in bonds has been the biggest seen in almost 50 years. Keep in ...
Super changes from July 2022
02/05/2022
When the 2021 budget was handed down, a number of changes were proposed to superannuation. Legislation changes generally take some time and ...
Federal Budget 2022 Snapshot
31/03/2022
Once again, a budget windfall, thanks to higher commodity prices, has allowed the government to spend more and forecast lower budget deficits. ...
When conflicted advice turns ugly
10/03/2022
You may have seen in the news recently that Dixon Advisory Superannuation Services, Australia’s fourth largest superannuation advice firm, was...
2022 – the year you make those promised changes
01/02/2022
Like many Australians, the last couple of years have led us to critically examine what’s important in life. What have we achieved since the ...
S&P/ASX 200 to hit 15,600
07/01/2022
Tis the season for predictions no matter how ludicrous they may seem. After seeing numerous articles on the predictions of Nostradamus and Baba ...
Happy holidays
17/12/2021
After another tough year, we hope you’ve come through unscathed and are looking forward to relaxing and spending time with loved ones over the...
Back stronger!
04/12/2021
So the last two junior footy seasons have largely been a write-off, we had our team presentation in the rain three weeks into the cricket ...
Is China’s Evergrande crisis the start of the next Global Financi...
07/10/2021
In a world of headlines and 30 second attention spans, the crisis engulfing China’s second largest property developer, Evergrande, certainly ...
Lockdown 5, 6, 7… Should I take a brolly? What shoes should I wear?
05/08/2021
You know when you’re scrolling through the weather app and it gives a ‘chance of rain’ percentage and ‘possible rainfall’ millimetres ...
The four sleeping giants
23/07/2021
Mountains are sometimes referred to as sleeping giants. Sleeping because from a distance, they are majestic and have a certain stillness. Giants...
Federal Budget 2021 Snapshot
14/05/2021
Summary
With the tentative steps out of the COVID nightmare, this year’s Federal Budget focused on the ongoing protection from the Virus and ...
2021 – a year of recovery
28/01/2021
To say the events of 2020 were unexpected and full of change would be an understatement. The Covid-19 pandemic ushered in profound changes, both...
Happy holidays
21/12/2020
2020 – “it is what it is.” Soon it'll be "it was what it was”. An amazing, terrible year.
2021 – yes!
We at Keep Wealth are closing in...
US Election 2020 – your quick guide
26/10/2020
When the most powerful and influential country in the world heads to the polls, its outcome affects us all. Here’s your quick guide to how it ...
Federal Budget 2020 Snapshot
08/10/2020
Summary
With Australia in its first recession in almost 30 years, this year's Federal Budget was always going to be about kick-starting a post ...
Lockdown 2.0
16/07/2020
“Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne lockdown.
Just when 2020 ...
Portfolio positioning in times of panic
05/04/2020
"Panic causes tunnel vision. Calm acceptance of danger allows us to more easily assess the situation and see the options." Simon Sinek
...
Keep – business as unusual
22/03/2020
The Keep
The tower within the castle which serves as the high-status residence and the refuge of last resort - there for you through good times ...
Coronavirus – the next phase
12/03/2020
Today I received an email from Sam’s school talking about contingency planning for possible school closures. We’re also seeing a lot of ...
The United Socialist States of America?
02/03/2020
For Americans, socialism is a hugely divisive concept. There was the 1950s paranoia over communism with public warnings of ‘Reds under every ...
Coronavirus
28/02/2020
On New Year’s Eve 2019 China alerted the World Health Organisation (WHO) of several unusual pneumonia cases in Wuhan, a port city of 11 million...
Your financial wellbeing is not dependent upon 2020 predictions
13/01/2020
A new year can bring fresh ideas and brave new commitments that most of us will, unfortunately, simply forget about over the course of the year. ...
Happy holidays
19/12/2019
Yes, our photo-shopping skills are elite; and
No, we have never heard of the Christmas bunny before.
Nevertheless, he and his happy elves ...
Brexit (part III) – Omnishambles
01/10/2019
Omnishambles - a situation which is shambolic from every possible angle.
The word was coined in the magnificent political satire show The Thick ...
Game of chicken
05/09/2019
Are they MAD? – This is a monumental game of chicken.
US President Donald Trump and China’s President Xi Jinping, are currently engaged in a...
Celebrating two years (and a new addition to the Keep family)
01/08/2019
As busy people, we often forget to stop, reflect and enjoy the achievements we have in our business and personal lives. But with the celebration ...
The investor’s dilemma
25/07/2019
Investing is not an easy game. Each time you purchase a share in a company you think is great value, there’s someone on the other side of the ...
IFA Excellence Awards – 2019
18/07/2019
We’re delighted to announce that following last year’s recognition, we’ve once again been shortlisted as finalists in two categories of the...
The longevity effect
21/06/2019
Unless the Four Horsemen of the Apocalypse pay us a visit, and with the current global geopolitical discourse it's not out of the question, this ...
Keep’s new home
07/06/2019
It is with quite a bit of excitement we announce that Keep Wealth has moved into our very own office suite (in the Exchange Tower) on Little ...
Keep Wealth announces major sponsorship deal
05/05/2019
We’re delighted to announce that Keep Wealth Partners is now one of the official partners of Murrumbeena Junior Football Club.
Our spiffy new ...
Is your inaction about to cost your family thousands?
30/04/2019
If you’re one of those people who skim reads and immediately files letters from your superannuation fund providers, or worse completely ignores...
Federal Budget 2019 Snapshot
04/04/2019
Last year, we said Treasurer Scott Morrison’s budget would be the last before the next election. That was before the Liberal Party shenanigans ...
“I feel a great disturbance in the force”
26/03/2019
Obi Wan Kenobi wasn’t talking about the yield curve when he uttered these words, but his sense of foreboding has parallels with some of the ...
The Royal Commission – it’s all about trust
12/02/2019
After 68 days of hearings, 130 witnesses (one collapse), over 10,000 public submissions and one particularly awkward photo op between ...
Winter is coming! – 2018 report card and 2019 outlook
07/02/2019
Now that the kids are back at school, the roads and trains are full and Australia has kicked back into full capacity, it’s time to peer into ...
Happy holidays
20/12/2018
As we rapidly move into 2019, we’d like to take the opportunity to wish you and your loved ones a very Merry Christmas, a healthy, happy and ...
Brexit (part II) – we can still be friends
16/12/2018
Having recently interviewed my pro-Brexit dad (click here for part I) about his views on the whole Brexit mess and why he voted to leave, I ...
The good and bad of humanity
10/12/2018
Throughout the ages philosophers have pondered the very nature of humanity. From Augustine’s doctrine of original sin through to ...
Property Market – going, going, gone?
23/10/2018
On 16 September 2018, 60 Minutes Australia aired a story warning of the impending crash in housing prices. In the story, Martin North, a data ...
Brexit (part I) – the view from ‘Middle England’
11/09/2018
Having just returned from England to celebrate mum and dad’s golden wedding anniversary (love your work!) I thought it’d be a good ...
IFA Excellence Awards
26/07/2018
Finalists have been revealed for the 2018 IFA Excellence Awards which recognise best practice and celebrate independently minded and ...
“No nation was ever ruined by trade”
17/07/2018
Benjamin Franklin - 1774.
Last financial year was a tale of two halves, the first half ending 31 December 2017 was one of a positive note as ...
End of financial year super and tax planning tips
14/06/2018
As we approach the end of the financial year, now’s a good time to make sure you have your super and tax planning in order. Here are some ...
Italy leans to the right
30/05/2018
During quieter news periods, market volatility can increase as company information is replaced with speculation on trade wars, tax policies that ...
Charity begins at home….
24/05/2018
… and quite literally in the case of our amazing client (and obsessed Richmond supporter) Deborah Holmes, who runs Avalon Centre out of her ...
Federal Budget 2018 Snapshot
11/05/2018
It was the last budget before we head back to the polls (by May 2019) so it was no surprise to see Scott Morrison handing out a few treats. His ...
The Royal Commission
02/05/2018
Main Image - Liberal government meeting to discuss the need for a Banking Royal Commission, circa 2016.
For balance, let’s not pretend the ...
Long distance grandparenting
11/04/2018
You try to bring your kids up to be confident independent adults and how do they repay you – they use that confidence and independence and set ...
Look past the headlines
06/02/2018
Whoa! slow down! Let’s get some perspective. The snippets above are just some of the thousands of ‘click-bait’ headlines from the online ...
Should I split with my spouse?
31/01/2018
Before we go any further, no we’re not offering relationship advice, just super advice!
The superannuation reforms effective from 1 July 2017 ...
A time for reflection
21/12/2017
At the end of each year it’s good to take some time to contemplate the events of the last twelve months and look forward to what’s on the ...
2017 report card and 2018 outlook
21/12/2017
"May you live in interesting times". We do, and what a year it's been.
We witnessed the (“best ever attended”) inauguration of Donald ...
Can someone please tell me who Jay Powell is?
03/11/2017
Jerome “Jay” Powell is a name that we are all going to hear a lot more of over at least the next four years. This morning, US President ...
Crisis Management
23/08/2017
Crisis management can be defined as the process by which an organisation deals with a disruptive and unexpected event that threatens to harm the ...
Don’t neglect your cash
18/07/2017
Fundamentally we all understand the importance of holding some extra cash, whether it be in your wallet for that emergency purchase or in your ...
Exchange Traded Funds (ETF)
30/06/2017
If I cast my mind back to my university days (approximately 25 years ago) I recall undertaking a finance subject in which we compared returns ...
Federal Budget 2017 Snapshot
17/06/2017
With commentators calling it ‘Labor-lite,’ Scott Morrison’s second budget attempted to reset the Coalition’s narrative with mainstream ...
Should I be worried about my super before 30 June?
13/06/2017
It took some time for the superannuation changes announced in the May 2016 Federal Budget to be legislated but in November 2016, they officially ...
Pitcher Partners departures spawn new boutique
26/05/2017
Departures from Pitcher Partners to spawn new Melbourne-based boutique advisory firm.
Another boutique advisory firm is set to open its doors in...
