Yearly Archives: 2019
Media
Why now might be the right time to transfer lump sums from Blighty
This article appeared in The West Australian “Your Money” section, 18 November 2019. While record low interest rates are causing headaches for retirees...
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Admin
What Happens When You Die and Don’t Have a Will?
Dying “intestate”, meaning without a valid will, can result in not only a messy set of affairs for your family to attend to,...
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Admin, Media
POMS: Watch out for dodgy UK pension promises
Apart from banal jokes about bathing habits, a big peril for Poms in Australia is constant pressure to transfer UK pension accounts to...
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Admin
Perth Market Trends Report
A summary of Property Data Performance’s latest in-depth research report demonstrates that housing affordability and investment value are making positive steps forward. The...
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Admin
2019 Federal Budget Update
On Tuesday night the Federal Treasurer Josh Frydenberg handed down his first Budget, a month earlier than usual, and perhaps only 6 weeks...
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