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Everything from Omniwealth

Stephen Hogg appointed Head of SMSF at Omniwealth

From Omniwealth

Recently Stephen Hogg joined Omniwealth as head of SMSF where he is implementing a real-time reporting system. His experience has been utilised to help Omniwealth establish a dedicated Self Managed

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26 Apr 2018

Funding an Aged Care Refundable Accommodation Deposit (RAD) with a reverse mortgage

From Omniwealth

A Refundable Accommodation Deposit (RAD) payable on entry in aged care is often a large amount of money to find in a hurry and many people think selling the family

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20 Apr 2018

More options to contribute to your superannuation

From Omniwealth

Over the last 10 years, the ability of Australians to contribute more to superannuation has reduced. Superannuation is a great system which has led to Australia having the fourth largest

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19 Apr 2018

Four quick tips to maximise your superannuation

From Omniwealth

Four Corners recently televised an excellent report on the Australian Superannuation system. The numbers are impressive. Australia now has the fourth largest pool of superannuation monies in the world topping just

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10 Apr 2018

Do you have life insurance but no income protection insurance? You’re crazy

From Omniwealth

No one likes to pay for insurance, let alone personal insurance. Who wants to think about the consequences if they die, become injured or fall ill and cannot work? Here

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04 Apr 2018

Why claims SMSF borrowings are a danger to the financial system are misleading

From Omniwealth

Once again, I have read claims that the ability of SMSFs to borrow money to buy property are a danger to the financial system and investors with SMSF are at

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12 Mar 2018

Mortgage broker says 3% mortgage still possible

From Omniwealth

Mortgage broker James Grima says it still possible for borrowers to secure mortgage rates that start with a ‘3’. Mr Grima said that sub 4% interest rates are possible if

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07 Mar 2018

Getting the facts right on Exchange Traded Funds

From Omniwealth

Over the last week conversations have continued with my clients about the recent share market drop. Several clients have asked what role Exchange Traded Funds (ETFs) have played? There are

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23 Feb 2018

Why does the share market just ‘lose it’?

From Omniwealth

The first week of February saw shares markets around the world capitulate with the Australian market down 4.8%, US Dow Jones was down 7%, European markets were down 6.9% and

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12 Feb 2018

Thinking of upsizing? Don’t be attached to your old home

From Omniwealth

Being a strategy focused fee-for-service planner I have many clients whom are in their thirties. Many of these clients made their first step into the property market by buying a

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08 Feb 2018

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]