News — Aegis Financial Planning

Super contribution caps will increase on July 1

The amount that superannuation account holders can contribute will increase from the 1st of July 2024.

Luke KiddFebruary 26, 2024

Can a couple with $1M still receive the age pension?

In 2017, the Australian Government tightened the Age Pension means test, resulting in many part-pensioners receiving a lower payment or losing it completely.

Luke KiddFebruary 15, 2024

December 2023 Quarterly Market Update

Our partners at Centrepoint Alliance have released their December 2023 quarterly market and economic update.

Luke KiddJanuary 29, 2024

Three steps in an effective Estate plan

Generational wealth is an important consideration in most financial plans, with many parents seeking a balance between enjoying their retirement and ensuring security for their children.

Luke KiddDecember 4, 2023

Prepare for Life | Summer 2023

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Luke KiddNovember 30, 2023

Market Volatility in 2023

Our partners at Centrepoint Alliance have created a paper on Market Volatility in 2023 and how it compares to previous years.

Luke KiddNovember 29, 2023

Can AI give you financial advice?

With the recent developments in AI technology like Chat GPT, there is speculation about how it can be implemented in all kinds of industries, and the financial advice sector is no exception.

Luke KiddNovember 13, 2023

Investing through market uncertainty

We understand how difficult it can be investing through periods of high investment volatility and global uncertainty.

Luke KiddNovember 1, 2023

Dealing with Inflation in Australia

Australians have really been feeling the cost-of-living pressure lately.

Luke KiddOctober 24, 2023

September 2023 Quarterly Market Update

Our partners at Centrepoint Alliance have released their September quarterly market and economic update.

Luke KiddOctober 24, 2023

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This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.