Our insights and opinions on financial markets, superannuation, property and more.

Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners In our last article we asked the question: can a...

Steve Thaxter- Senior Partner and Principal Adviser, Sovereign Wealth Partners There was cause for quiet celebration in one of our...

Chris Forrest- Senior Partner and Principal Adviser, Sovereign Wealth Partners Over two articles we will be looking at how prospective...

With a new financial year just around the corner, the arrival of 1 July comes a few updates to superannuation caps and/or limits. Below I...

What you need to consider… NOW It’s like Christmas without the gifts, just the work. However, good planning pays dividends. Here are...

The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his second Federal Budget on 11 May 2021. This budget’s focus is firmly on...

Retired or retiring Australians have been resistant to the idea of downsizing the family home. There are a number of reasons behind this,...

There are a number of options, many focused on fast tracking the required deposit and borrowing the rest from the bank. And what is the...

Retired or retiring Australians have been resistant to the idea of downsizing the family home. There are a number of reasons behind this...

Short and sharp update following the ATO announcement in January 2021- Many may recall the introduction of the $1.6M transfer balance cap...