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Centaur Team Are Finalists | Australian Wealth Management Awards 2024

Centaur Team Are Finalists | Australian Wealth Management Awards 2024

We are thrilled to advise that the Centaur Financial Services team were announced as finalists for the inaugural Australian Wealth Management Awards 2024. One of the most highly anticipated programs of the year – The Australian Wealth Management Awards, is an awards programme bringing together the top businesses and professionals […]

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Understanding the new $3m super tax

Understanding the new $3m super tax

The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to investment strategy and planning, particularly in […]

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February Newsletter 2024

February Newsletter 2024

As February kicks off and with the summer holidays behind us, many of us are settling back into our regular routines and it’s time to turn our focus to the year ahead. Cooling inflation and a strong economy with relatively low unemployment has sent investors back to Australian shares, with […]

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SMSFs: What happens if you exceed your super caps

SMSFs: What happens if you exceed your super caps

The rules around making some types of super contributions have been relaxed in recent years, so it’s worth exploring the different opportunities available to you before making a large contribution.i What are contribution caps? Given the tax-effective environment of Australia’s super system, there are annual limits on how much you […]

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Tax changes – what it will mean to me

Tax changes – what it will mean to me

Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it means to your hip pocket […]

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Investing mistakes to avoid

Investing mistakes to avoid

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following trends or hot tips. Let’s delve into some of the most prevalent investment mistakes and […]

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Out with the old in 2024

Out with the old in 2024

A New Year is a chance to start afresh and move into the year ahead with confidence and optimism that it’s going to be a great one! Part of setting yourself up for a wonderful year can sometimes be letting go things in your life that are not so beneficial […]

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How will you use your super?

How will you use your super?

We spend decades watching our super balances grow but for those thinking about retirement in the next few years, it can be confusing to work out how best to use your super. Here are some of the considerations for the popular options. Easing into retirement You can keep working and […]

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2023 Year in Review

2023 Year in Review

Australia’s economy stubbornly defied predictions during 2023, dashing any hopes that we might begin to return to some kind of normal. Some had expected an end to the Reserve Bank’s continued cash rate rises during the year. Instead, inflation has been a stubborn foe and we saw five rate rises. […]

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January Newsletter 2024

January Newsletter 2024

There is a lot to look forward to in 2024 and we would like to wish you good health, happiness and prosperity for the year ahead. There were some welcome positives to be found in 2023. The year ended on a good note for property investors in Perth, Adelaide and […]

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