Highlight of last nights Federal Budget – How does it impact you?
Major changes include Super contributions cap increased Super tax for high earners increased Baby Bonus abolished Income tax cuts on hold Medicare levy increased Childcare rebate frozen Superannuation The budget essentially confirmed previous superannuation announcements and in some areas provided additional clarification. The key measures previously announced include: Concessional contributions cap increased to $35,000 As […]
We have been shortlisted for an incredible award – and we need YOUR help!
We are thrilled to announce to our clients, colleagues and friends that our Maddern TV video channel has been shortlisted for an incredible award; the MAX: Marketing, Advertising and Sales Excellence Awards, which shines a spotlight on the achievers and innovators in the field of marketing and sales within the Australian financial services industry. https://www.maddernfinancial.com.au/private_wealth/tv#.U3GS1vmSzwo […]
ABC program highlights the key difference between bank financial planning and boutique financial pla
Those of you who viewed the Four Corners program “Banking Bad” last Monday night would be rightly horrified at the product-focused culture exposed within one major Australian banks’ financial planning arm. One journalist commented that “Every time the light is shed on this organisation, it seems, it spots a cockroach scuttling away to the safety […]
Dr. Dennis J. Maddern featured in ‘IFA’ magazine for valuable industry commentary
Dr. Dennis J. Maddern; Founder & Executive Chairman of Maddern Private Wealth and Maddern Financial Advisers, was honoured to be asked to provide valuable commentary in the nationally distributed financial magazine ‘IFA’. Dennis affirmed his opinion on an issue that he is particularly passionate about; ensuring that all clients have full disclosure of financial planning business ownership and licence. He believes that is absolutely essential that a […]
Welcome to 2014 – what now for investors?
I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […]
How much work is an SMSF?
The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
Maddern Financial team meet Federal Finance Minister, Superannuation Minister
Several members of the Maddern Financial Advisers team recently contributed to the Association of Independently-Owned Financial Professionals onshore conference in Hobart. As part of his deep commitment to the non-aligned approach of our Advice business, Dennis sits on the board of this important association. The ideology of the event is to bring together in unity […]
Taking control of your superannuation is something that everyone can do – with SMSF knowledge from a
It is said by Australia’s foremost expert on taxation and superannuation that the SMSF is the world’s greatest retiree tax haven. Many people feel that SMSF’s are a complex subject, and beyond their understanding of taxation and superannuation rules and regulations. But whether you are a wealthy retiree or a young wealth accumulator, an SMSF […]
Keeping your money safe in volatile markets
With share markets moving up and down, many people and a few of our Clients wonder just how safe their super/investments are. Where you are in your life, will shape what you do with your Investments, especially in times like these, e.g. someone who is retired is in a very different position compared to someone […]
A fresh way to get the latest financial news
Dr. Dennis J. Maddern will use this area to project his voice about finance, private wealth, current news and affairs, as well as a personal take on everything within accounting, seminars, topics, personalities and more. Stay tuned!