Re-weighting your risk
Portfolio re-weighting is an essential risk management process that every investor should use But what is portfolio re-weighting and why should you do it? What is ‘portfolio weighting’? Portfolio weighting describes the percentage of an investment in a portfolio – usually by asset class. For example, a typical balanced fund will have around a 60 […]
Secure your children’s future education
As a parent or grandparent, one of the best things you can do is give your child or grandchild a good education. But what if you weren’t around to help make it happen? Fortunately, you can put plans in place in your Will to make sure your children’s or grandchildren’s inheritance goes towards their education. […]
Self-service super contributions
Easier to claim a tax deduction on personal super contributions than ever before The 1 July 2017 super reforms have opened up a fantastic new opportunity to build wealth in super and reduce your tax bill at the same time. Before 1 July 2017, the only way most people could take advantage of the concessional […]
Peta Berry, Manager SMSF Solutions
Meet Omnis Group Manager, Peta Berry Working across Omnis Group’s Accounting and Financial Planning businesses, Accountant Peta Berry has a strong background in self-managed super fund (SMSF) accounting and administration. She joined Omnis Group in 2008 to run the SMSF Solutions Department, specialising in: SMSF Administration SMSF Preparation of Annual Financial Statements & Tax Returns SMSF […]
Making the most of managed funds
When people consider investing, many think about buying a house or shares. However, you may be better off pooling your money and using a managed fund to achieve your financial goals. Pooling power If you simply use your own money to invest you are limited in how broadly you can spread your investment. For instance, […]
Risk for all shapes and sizes
Risk and investing are intrinsically linked In fact, risk is defined as the chance you will lose money on an investment – however, crucially it is also the driver for making money. As all investments come with varying degrees of risk, it is important to recognise your appetite for risk and build a portfolio that […]
An estate plan – 5 essential areas for everyone
Completing a thorough estate planning review is crucial for your peace of mind as well as the comfort and well-being of loved ones. It is also much more than just making a Will. From super to trusts and power of attorney, there are many aspects to consider when completing your estate plan. The following list […]
A super opportunity
Super is one of the most tax-effective ways to save. You could be thousands of dollars better off by making ‘concessional contributions’, into your super – and, putting more money into your super now, could make a big difference to your retirement lifestyle later. Make the most of your before-tax contributions Concessional contributions are contributions […]
Meet Senior Financial Planner Daniel Morcombe
About Daniel Omnis Group’s Daniel Morcombe is an experienced financial planner and personal risk advisor who helps business owners, medical specialists and retirees to manage their often complex financial affairs to build and protect their wealth so they may enjoy a life of financial security and choice. Daniel’s clients share key characteristics; as business owners […]
