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Treasurer Jim Chalmers delivered the 2025 Federal Budget last night, focusing on cost-of-living relief, healthcare, housing, and economic resilience. But what does this mean for you, your family, and your financial future? Here’s a breakdown of how these changes might impact your day-to-day life and long-term plans. Personal Income Tax Cuts The lowest individual marginal
Read More...Summary We have made a number of investment changes to the DB Portfolios, reflecting our latest views of markets and to further enhance the return outlook for investors. The context for markets is that investors are increasingly positive on the outlook for economic growth in the United States. Many participants and commentators believe tax cuts
Read More...We are thrilled to announce that Principal Edge Financial Services, has officially merged with Evalesco Financial Services combining our strengths to create a more robust, dynamic, and forward-thinking business. This strategic merger brings together two teams committed to helping clients, like you, live a healthy, wealthy, and happy life. What does this mean for you? Nothing
Read More...Bruce Kluk runs a boutique financial advisory business, nestled in the heart of a quiet leafy street in beautiful Double Bay, Sydney Australia. Yet from his third floor office looking on to the park, his firms manages the financial affairs of some of the most successful people in Australia. They have come to Bruce and
Read More...The Federal Treasurer, the Hon. Scott Morrison MP, delivered his second Federal Budget last night. With some considerable focus on affordable housing, there are minimal impacts on small businesses and corporate taxation. It is important to note that before any of these announcements can be implemented they will require the passage of legislation and they
Read More...Superannuation – what you need to know Australia’s superannuation system is about to undergo significant change. With 15 short weeks until 30 June, we thought it appropriate to highlight the key changes to be aware of and the actions to consider in the pre and post 30 June 2017 environment. The list compiled below
Read More...The Federal Budget measure of establishing a $500,000 lifetime non-concessional cap back-dated to 2007 is to be scrapped. Instead, the annual non-concessional contribution cap will be reduced from $180,000pa to $100,000pa. This change is set to commence from 1st July 2017. Individuals under the age of 65 will continue to be able to use the
Read More...Principal Edge Financial Services has broadened its advice offering to clients by integrating mortgage services into its growing business. Principal Edge Financial Services is a privately owned boutique advice practice who has been providing tailored advice solutions to their clients for close to 30 years. It has been through these client interactions they recognised that
Read More...I am pleased to inform you that Principal Edge Financial Services has been nominated as a finalist for “Boutique Group of the Year” and “Best Client Service Company” in the 2016 ifa Excellence Awards. The ifa Excellence Awards are the only industry awards dedicated exclusively to boutique self licensed practice’s and non-institutionally aligned financial advisers.
Read More...Along with market ups and downs and media noise, government policy is one of those things that investors can’t control. But a good financial advisor can still help them navigate successfully through a constantly changing environment. The risks that policy change poses to investors were dramatically highlighted by the recent federal budget in Australia, where
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