When did you last review your SMSF’s investment strategy?

October 3, 2019 / by Altitude Wealth Management / Blog / 0 Comments
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern is ensuring that trustees have considered diversification and liquidity of their assets when formulating and executing their fund’s investment strategy. […]
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August 2019 Economic Snapshot

September 5, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary August was a turbulent month for global financial markets. The concerns that emerged at the end of July about the trade dispute between the US and China, and about how much the Fed might cut rates, all spilled over into August. Fears of global recession intensified, yield curves flattened even further and equity […]
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July 2019 Economic Snapshot

Economic Snapshot July 2019   In summary     July was all about interest rates, with the Reserve Bank and the Federal Reserve both cutting (0.5% in Australia and 0.25% in the US). Here in Australia, the cash rate and bond yields are at new record lows. The RBA said it will pause to assess […]
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End of Financial Year Super Strategies

End of financial year super strategies The end of the financial year is a good time to think about how you could grow your super and get started with saving for retirement. Here are some options you could consider to help your super work harder for you. First home buyers You may be able to […]
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4 smart strategies for estate planning

We all live in hope that when we pass, we’re not forgotten. We’d also like to believe that the money we’ve worked so hard for will help to give our kids and grandkids a better life. But for those who don’t have a plan in place, and would rather leave this to chance, there is […]
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How long will my retirement savings last?

October 8, 2018 / by Altitude Wealth Management / Blog / 0 Comments
When planning your retirement, the lifestyle you want to achieve is an important consideration and a starting point for setting your long-term wealth creation plans. The sum of money that you can accumulate during your working life will drive how much income you can generate in retirement. This obviously then affects your lifestyle options, especially […]
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Planning for retirement – what are my options

June 5, 2017 / by Marketing / Blog / 0 Comments
Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure you enjoy the best retirement possible. What are my retirement options? Most of us look forward to retirement. It’s a chance to explore new horizons, do all the things we never had time for when we […]
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Developing a Retirement Savings Plan

March 3, 2017 / by Marketing / Blog / 0 Comments
Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to get started today to enjoy a rewarding tomorrow.
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