What people think a financial adviser does, and what they really do, are often two very different things. At Elston we call this the adviceberg effect. At the tip of the adviceberg, people might see just one aspect of our work, e.g. investments. But below the surface, there’s so much more. Read more
Published on Financial Standard Elston has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS Foundation. Read more
"Is estate planning that niggly job you never quite get to?"
On the top of your to-do list is probably signing up to a gym, reading more books or spending more time with family. But what’s at the bottom of your list? Read more
Recent times has had everyone thinking about what’s important in life. It also got some people wondering if they needed to shop around for a financial adviser who could help them to invest for the future. Read more
In the past year or so, thousands of self managed super fund trustees have been sent letters by the ATO warning them that their investment strategy might breach super fund rules. So, why is the ATO so worried about this? And is self managed super fund diversification really that important? Read more
Synchronised swimming may be one of the strangest events of them all. It's also one of the most inspiring. Seeing everyone moving together, in harmony, towards a common goal is beautiful. Wouldn't it be great if you could see the same sort of beauty in the way you save and invest? What if, instead of swimming against the tide, you were in better sync with your finances? Read more
Self-managed super funds are very popular. Especially for people who want to have greater control and transparency. But not every SMSF works to its full potential. To help you make the most of your SMSF, here are 5 things you really need to think about to avoid your fund turning into a flop. Read more
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.
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