As human beings, we have become increasingly more aware of the impact business practices can have on the environment and, in turn, what this may mean for future generations. At BIS Cosgrove we have seen an increase in client enquiries around how best to reconcile their views on sustainability with their investment goals. In the [...]
The Royal Commission(RC) put out into the Public arena what we in the industry have been aware of for a long time. That the big banks and insurance companies had been having a field day from; -"earning" fees from accounts they didn't service or were dormant providing conflicted advice because the "advice" was always to [...]
Both 2017 and 2018 certainly gave SMSF Trustees cause for concern, from both a strategy and an investment perspective. A volatile political environment coupled with equally volatile investment markets in the closing weeks of 2018 have certainly provided us with some interesting times. For many self-funded retirees, the $1.6 million transfer balance cap was a [...]
What impact can retirement have on the important relationships in your life? How will it affect your significant other, family members and key friendships and what can you do to best manage that? Watch the video now!
In this segment, Barry LaValley discusses the real issues and challenges that pre-retirees face and what they need to do to prepare for retirement. Watch the video now!
An incredible seminar on the ins and outs of RETIREMENT presented by BIS Cosgrove, hosted by Barry LaValley. In this segment Barry focuses on preparing your mind for retirement and helps you understand the retirement psychology, retirement health, retirement relationships and the role that money plays in retirement planning. Watch the video now! [...]
Tax scams catching out the unwary Every tax time is an opportunity for scammers to target the unwary. This time around, the scammers are phoning and claiming to be from the prosecutions department of the ATO. They then state that they believe you have committed fraud and the Sheriff’s Office has been called. All of [...]
What now for the GST? Fifteen years after the introduction of the GST in Australia debate still rages over what should be taxed and whether the GST rate should increase. Unless the Government changes the GST Act, any change requires the approval of the States and Territories. The Treasurers’ workshop late last month resolved to [...]
Should your SMSF buy property in the United States? One of the most common questions from clients with a Self Managed Superannuation Fund (SMSF) is, can I buy property? Followed by the second question, can I buy property in the United States? SMSFs provide investment flexibility for those that understand the rules. They can also [...]