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7th May 2020 - Private Wealth
If you would like an obligation free chat with one of our advisers regarding your SMSF options please call 1300 ELSTON or email us and an adviser will be in touch.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
12 April 2024
This time of year, in the weeks leading up to June 30, is like a big game of chess. This is when advisers are working out which moves are going to be the ones for those clients who are hoping to improve their tax position. Read more
21 March 2024
The universities aren’t offering Masters of Empathy or Diplomas in Advanced Listening. But maybe they should be. In this Professional Planners article Elston Strategy Adviser Jessie Hinds talks about the soft skills that enable advisers to really build trust with their clients. Read more
11 March 2024
Mark Westcott from Rural Succession Solutions recently interviewed Elston Director and Private Wealth Adviser Peter McVeigh to talk about some of the frequently asked questions on rural succession planning. Read more
6 March 2024
Self-Managed Super Funds (SMSFs) have gained immense popularity in Australia. But just because ‘everyone else’ is doing it, does that mean you should too? FOMO is never a good reason to make a major investment decision. Read more
26 February 2024
We often refer to Christmas as the season for giving. But in reality, EOFY is one of the most popular times for philanthropy. When reviewing your client’s affairs, it's worthwhile to discuss the merits of structured giving or supporting a charity. Read more
5 February 2024
The recent decision to invite Lynda McKie onto the Elston Board has been warmly welcomed by workmates, clients and colleagues. In this video Lynda tells us what she sees as the Board’s purpose, and what skills and attitudes she wants to bring to her new role. Read more
31 January 2024
A growing number of Australian investors are now meeting the criteria of ‘sophisticated investor.’ But should they be looking into what kinds of protections they may be giving up, before they leap into it? Read more
16 January 2024
In this video, Elston Co-Founder and Wealth Adviser Peter McVeigh explains what individually managed accounts are, and tells us how they can help to deliver tax and transparency benefits. Read more
8 January 2024
The start of a new year is always a good time to review your finances and put some measures in place for the future. To help you reset, and form some positive habits for this year, we’ve draw up a list of 9 resolutions that can help keeping your finances in check. Read more
13 December 2023
Over the break you might find time to chat about your dreams and hopes for the years ahead. To help make the most of those discussions, our advisers have shared their thoughts on topics worth unwrapping. Read more
7 December 2023
In this video, Senior Private Wealth Adviser Cameron Felice tells us about how the recontribution strategy works, and he gives us an example of how he used it to help one of his clients. Read more
3 December 2023
With the festive season fast approaching, giving back becomes front of mind for many of us. Those with children or younger family members also start to think about how to use this time of year to teach our loved ones that much joy comes from what you give and not what you receive. Read more
27 November 2023
It's important to revisit your estate plan every now and then, and to dovetail it with your financial plan. Elston Strategy Adviser Ben Greenwell explains the importance of estate planning in this video. Read more
14 November 2023
Strategy Adviser Ben Greenwell has been named as a finalist in the ifa Excellence Awards 2023 for SMSF Adviser of the Year. These awards recognise the best and brightest individuals across Australian Independant advice. Read more
10 November 2023
Ever since the Federal Government announced that there would be a new tax on super, the big question has been, who is this going to affect? In this article, Elston Strategy Adviser Dean Ireland explains what the DIV296 entails and how it may affect you. Read more
7 November 2023
We all know that diversification is important when it comes to investment. But is it possible to be too diversified? Elston co-founder Peter McVeigh talks us through how diversification can affect performance and help to manage risk. Read more
30 October 2023
Halloween can be a spooky time of year. Especially if you don’t have the right personal insurance. To help you choose the right cover, we’ve put together a quick guide on the different types of personal insurance you might want to consider. Read more
15 October 2023
Unlike real snakes, cyber snakes are quite charming. They offer to help you. They promise great riches. They pretend to be someone you know and trust. Read more
3 October 2023
A lot of Australians have their super in a pooled fund. But many people have made the transition out of their industry or retail super fund and set up a Self Managed Super Fund (SMSF). Senior Wealth Adviser Tim Mclaughlan explains why. Read more
8 September 2023
If you have a child or a grandchild who’s somewhere between school age and settling down with a family of their own, this article might be just the sort of thing you’d like to share with them. Read more
1 September 2023
Spring is a great time to throw open the doors, roll up your sleeves, crank up your favourite house-cleaning music, and clean out those cobwebs. It's also a good time to spruce up your finances. Read more
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