Financial Matters: The Scope Wealth Management Blog

With market changes, legislative updates and political shifts – financial advice is constantly changing. That’s why we’re working to keep you informed.

Our blog will keep you up-to-date on topics like setting up a self managed super fund, retirement planning strategies and other impacts on your investments.

Have a topic you’d like us to cover? Get in touch.

Labor and Dividend Imputation

Labor and Dividend Imputation

In my opinion, dividend imputation currently benefits the following groups of people All self-funded retirees, All age pensioners with share investments, Anyone earning less than $87,000 with share investments, Everyone with superannuation, and Everyone invested in...

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How much do you need to retire?

How much do you need to retire?

One of the most common questions I am asked by clients planning for retirement in the next 5 or 10 years is ‘How much do I need?’ Compared to those who retired 20 or 30 years ago, future retirees need to plan for longer life expectancies and...

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Likely impact of a Trump victory – stimulatory

Likely impact of a Trump victory – stimulatory

Good morning everyone! Well what a year. First there was the Brexit result, then our own election where we have seen the Senate effectively being influenced by Independents’ and minority parties and now Trump. So what effect is this going to have on your investments?...

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Age Pension assets test changes for 2017

Age Pension assets test changes for 2017

From 1 January 2017, some people will benefit and others will be worse off. Around 50,000 Aussies are expected to be better off under the government’s changes and receive the full pension. Approximately 120,000 part-pensioners are likely to add around $30 per...

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