Capstone FP, Author at Bronson Financial Services

How does your pension live on after you die?

Capstone FP 15 February 2022 No Comments

Account-based pensions offer a flexible and tax-effective method of drawing a regular income stream from superannuation. They are an essential part of your overall retirement strategy and are usually used…

Constructing a retirement portfolio in a low return world

Capstone FP 15 February 2022 No Comments

Portfolio construction is a much-used term that can be misunderstood. Fundamentally, the term portfolio construction refers to the process of selecting investments to create the optimal balance of risk and…

What is equity and how can I use it to invest?

Capstone FP 15 February 2022 No Comments

Whether you’re looking to invest in property, renovate or pay off something big, borrowing against the equity in your home may be helpful, if you’re across the risks. The equity…

Granny flat arrangements within the context of the gifting rules

Capstone FP 15 February 2022 No Comments

Retirees wanting to downsize their home may consider the option of living in a granny flat, or an extension to / spare room of a relative or friend’s home. Money,…

5 money mistakes to avoid if you’re going guarantor

Capstone FP 15 February 2022 No Comments

If you have a family member who wants to get into the market sooner than that, you may have discussed whether you’d be willing to speed up the process (if…

Do you value your assets more than yourself?

Capstone FP 15 February 2022 No Comments

Value is a funny thing. One person’s trash can be another person’s treasure, as the old saying goes. The value we place on something tends to be very individual, and…

Economic Update

Capstone FP 15 February 2022 No Comments

Introduction Investors continued to focus on rampant inflation and, in turn, potential changes in monetary policy settings. By the end of January, five interest rate increases in the US had…

What you should know about creating your will and estate plan

Capstone FP 2 February 2022 No Comments

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you…

What happens to superannuation when you break up?

Capstone FP 2 February 2022 No Comments

Depending on the situation, you might get some of your ex partner’s super, or they may get some of yours. See what you need to know. A divorce from your…

Make it a goal to grow your super this year

Capstone FP 2 February 2022 No Comments

There are a number of ways you can contribute more to your super, to take advantage of time and the magic of compound interest. These include salary sacrificing, and a…

Author: Capstone FP

How does your pension live on after you die?

Constructing a retirement portfolio in a low return world

What is equity and how can I use it to invest?

Granny flat arrangements within the context of the gifting rules

5 money mistakes to avoid if you’re going guarantor

Do you value your assets more than yourself?

Economic Update

What you should know about creating your will and estate plan

What happens to superannuation when you break up?

Make it a goal to grow your super this year

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