If you are over 55 (and have reached your preservation age) the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working. Read how.
It is absolutely important that investors avoid emotional, panicked decision making. Investors who panic sell run the risk of selling low and crystallising losses in their portfolios. Read why.
Regularly checking in on your retirement plan is always a sensible strategy. Keeping track of your finances becomes even more important in times of economic uncertainty. Given the changes we’ve seen due to Coronavirus, now is a good time to take a look at your retirement income plan with fresh eyes. We’ve put together a list of resources to help you.
In recent weeks, investment markets around the world have continued to experience significant volatility as investors try to assess the impact of the coronavirus (COVID-19) outbreak – an event that no-one anticipated for 2020. How much of your super is invested in shares is important.
When life starts to wind down, read how retirees can have cash flows for all the essentials that they need and can take comfort in the knowledge that they are able to enjoy life on their terms.
Read how being actively involved in how and where your super is invested, could make a real difference to your retirement savings over the long-term.
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Read why Peter Switzer says, If I want to get fit, I hang out with fit people. If I want to learn to play golf, paying a golfing pro for lessons would make sense. If I want to grow wealth, investing in guidance from a specialist seems sensible.”