At Yield, we’ve recently seen an influx of inquiries regarding eligibility to the various forms of income support payments. We believe it’s crucial that everyone is aware of social security and family assistance programs available, especially given the current climate where families have experienced firsthand the impact that a job loss can have to your… Continue reading Family Tax Benefit – Part A
Get in touch with us
Book a FREE consultation and receive your complimentary eBook
Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.
Book a FREE consultation and receive your complimentary eBook
Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.
Author: James McFall
Is This The Calm Before The Storm For Investment Markets?
In just over a month, the Dow Jones industrial index shed 36% of its value, representing the fastest bear market retraction in history, making those in the industry consider; is this the calm before the storm for investment markets? In just over a month since, the markets have recovered well over half of this, to… Continue reading Is This The Calm Before The Storm For Investment Markets?
Assistance & Stimulus, The Australian Government’s Response to the Coronavirus Pandemic
The Australian Government’s Response to the Coronavirus Pandemic has intended to protect the country from an economic depression that’s effects could be felt for years to come. The rapid spread of the Coronavirus (Covid-19) pandemic around the world has devastated global markets and sent the global economy heading towards a recession. To help alleviate some… Continue reading Assistance & Stimulus, The Australian Government’s Response to the Coronavirus Pandemic
What is the Downsizer Contribution?
As an Australian, the largest investment you’ll likely make is the purchase of a property to live in. So when you are transitioning to retirement, considering the Downsizer Contribution is an important aspect of your financial plan. It can be a great investment for the lifestyle and security it can provide, but over time it… Continue reading What is the Downsizer Contribution?
What’s The Deal With Super Contribution Caps?
Super contribution caps place restrictions on how much you can get into Super each year. Super is a tax effective investment vehicle designed to provide for individuals during retirement. It is arguably the best investment option for retirees as once you’ve met a condition of release and reached age 60, all earnings in an Account… Continue reading What’s The Deal With Super Contribution Caps?
Agreed Value Income Protection Gets the Axe
The Income Protection industry is beginning to change, Starting with Agreed Value Income Protection & Policies. Over the past 5 years, the collective Australian Life Insurance industry has lost over $3 billion in claims relating to Income protection (IP) contracts. To stem this bleeding the Australian Prudential Regulation Authority (APRA) has acted and unveiled a… Continue reading Agreed Value Income Protection Gets the Axe
Super Contribution Rules
You often hear of the importance of Superannuation but many never really take the time to consider the Super Contribution Rules & why they should contribute to Super in the first place. Simply put, a crucial component of any healthy retirement plan is the incorporation of contributions to Superannuation (Super). This is because, by its… Continue reading Super Contribution Rules
Concessional Catch-up Rule
What is the Catch-up Rule? The “Concessional Catch-up Rule (Catch-up Rule)” is one of the latest superannuation reforms introduced by the government which provides individuals with Superannuation balances less than $500,000 greater flexibility when making concessional contributions. From the 1st July 2018, they can begin accumulating unused concessional caps and utilise the difference in future… Continue reading Concessional Catch-up Rule
Seven Savvy Saving Tips
Looking for savings tips after a long hiatus of holidays & fun? Our seven savvy saving tips aren’t to try and pinch every penny, but to think about your big expenses and how adjusting these could benefit your long-term financial position. Through this Christmas period and the boxing day sales, we often overlook how much… Continue reading Seven Savvy Saving Tips
Top 5 Pre-Retirement Strategies – Strategy 5 – Plan to Downsize The Family Home
Our final strategy, strategy 5, of our Top 5 Pre Retirement Strategies eBook is in regards to downsizing the family home. The following is an excerpt from our eBook. For most people I meet, their family home is their biggest financial asset. It’s the Australian dream after all, to own our own home, and that… Continue reading Top 5 Pre-Retirement Strategies – Strategy 5 – Plan to Downsize The Family Home
