CCA Financial Planners – Latest News

Brian Parker, Head of the Portfolio Specialists Group at MLC, reviews events in markets during July. He discusses: How Australia’s market had a very strong month, while world share markets delivered mixed performance Why economic news from the US and recent data from China are positive, but Europe’s recovery remains very fragile Whether Australia’s exports…

An essential part of every financial plan is having personal insurance.  But it’s also important to make sure you buy it in a tax-effective way. Benefit from up-front tax concessions If you buy personal insurances such as Life and Total and Permanent Disability through a super fund, you may be able to take advantage of…

Make a will. A will allows you to distribute your estate according to your wishes. You can also avoid the additional costs and delays that may result if you die without a valid will. Choose your executor wisely. Your executor is responsible for ensuring the administration of your estate is dealt with in a timely…

If you’re an empty nester or retiree who owns their own home, chances are you’ve considered whether it makes sense to downsize your home. While there can be financial — and other — benefits in selling up, it’s important to consider whether it’s the right move for you. The pros Downsizing your home can be…

From 1 January 2015 the way account-based pensions will be assessed under the income test for Centrelink purposes is changing. Any account-based pension commenced on or after 1 January 2015 will be treated as a financial asset and deemed under the income test. Account-based pensions commenced prior to 1 January 2015 where the pensioner is…

Brian Parker, discusses why financial markets seem complacent about the geopolitical risks the world is facing. He explains: how there is currently an elevated level of geopolitical risk what the possible investment implications of these risks are, and why the impact on financial markets has been limited so far. Read the full report – Current-geopolitical-risks