In this blog, we discuss the carry-forward, unused concessional cap rule and three (3) ways it could be used to maximise your super contributions. The concessional cap is the limit on how much money you can put into superannuation before tax. At present, the cap amount is $25,000 per financial year and is increasing to…
It’s never too early to start building wealth and the qualified financial planners at Precision Wealth Management experts when it comes to complicated wealth creations strategies. In this blog we share how one of our clients is on track for an early retirement and what they have to say about working with the Precision Wealth…
When you’re seeking professional and personalised advice from a personal insurance broker in Brisbane, the financial experts at Precision Wealth Management can help. In this article we discuss: Types of personal insurance coverage, When and how to review personal insurance, and How Precision Wealth Management helped one Brisbane family achieve better protection and peace of…
It’s true that superannuation is a fantastic way to build wealth for your retirement, but once you retire there may be better investment alternatives. Here at Precision Wealth Management, our North Brisbane based certified financial planners work with each client to review their current superannuation plan, and determine the best strategy to build wealth for…
Do you need help with financial planning for retirement? The certified financial planners at Precision Wealth Management, on Brisbane’s northside, take the time to understand the lifestyle you want when you retire, and what your idea of success is. We then work with you to develop tailored wealth creation strategies to ensure financial security and…
If you’re interested in financial matters, some of the most interesting and entertaining content on the internet can be found at Dave Ramsey’s YouTube channel. From the US, Dave is a southern gentleman who once went bankrupt. From there, he turned his life around and cleaned up his financial act. He started by publishing a book…
Industry funds over the years have crept up their holdings in growth assets in their balanced funds in order to have increase performance during good times, that in itself is not necessarily a bad idea. Then, they also hold an increasing portion in unlisted assets, maybe infrastructure, direct property holdings or private equity and other…
irstly, it’s been great to see the huge reductions in new daily cases across Australia and possibly some light at the end of the tunnel. You can see in the graph below just how quickly our curve of total infections has flattened, I don’t think a result better than this could have been expected just…