Capitaleyes Latest Financial Planning News

Early access boosted interest in advice

  Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.  
Read More

ASIC sounds warning around high-yield bond scams

  The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be associated with well-known domestic and international financial service firms.  
Read More

How to pass the diversification test

  Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent.  
Read More

Rollout of Director ID Numbers (DIN) is ahead of schedule

  Director identification numbers may be introduced sooner than expected for SMSFs with corporate trustees, with the government moving quickly with the rollout of systems and processes, according to a technical expert.  
Read More

The perks of staying invested

  In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.  
Read More

Retirees proceeding with downsizing plans as confidence rises

  Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.  
Read More

Taking a deeper dive into indexation of the transfer balance cap

  With the recent indexation of the general transfer balance cap causing discussion around its complexities, technical experts take a deeper look into what will happen on 1 July.  
Read More

The real value of advice

  The right words of advice - whether it be from friends or family, business mentor, sports coach - can have lasting impact on the way we lead our lives, manage our businesses. The same holds true for financial advice.  
Read More

Capital preservation front of mind for SMSF returns

  SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager.  
Read More

Majority of retirees expected to fall short on retirement savings

  Recent research has revealed that more than half of retirees are projected to fall short of their desired retirement income level by more than 10 per cent, says Russell Investments.  
Read More

What millennials are thinking about investing and retirement

Vanguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.
Read More

2020 is coming to an end. Phew!!

  Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our clients and their families a Merry Christmas, a Happy New Year and a great holiday period.  
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us

Connect with us
on Social Media

Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St