Catch up on super to boost retirement savings
Catch up on your super If you’ve had an irregular or interrupted income in the past, you might’ve missed out on opportunities to contribute to super.
Catch up on your super If you’ve had an irregular or interrupted income in the past, you might’ve missed out on opportunities to contribute to super.
Bucketing is a smart way to manage your money without complicated budgets or spreadsheets. The idea is to set up multiple bank accounts called ‘buckets’
Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up, it leads to
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help
What is redraw? Let’s say you’ve made a habit of paying more than your minimum scheduled home loan repayments. This means you’ll have money available
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may
Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their
Transition to retirement rules Under the transition to retirement rules, when you reach your preservation age, you may be able to reduce your working hours without
In the space of 18 months – interest rates have risen regularly – which has seen plenty of positively or neutrally geared investment properties slip
What is creditworthiness? It might be a bit of a mouthful, but the concept of creditworthiness is simple enough to understand. The term refers to
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or
Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different
Ground Floor 145 South Terrace,
Adelaide SA 5000
PO Box 6268
Halifax Street SA 5000
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
We acknowledge the Traditional Owners of Country throughout Australia. We pay our respects to Elders past and present.
SA Wealth Management Pty Ltd ACN 149 628 222 ATF Katranis Family Trust ABN 29 809 576 590 trading as SA Wealth Management is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422 AFSL 525627.
SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services is a credit representative of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 with Australian Credit Licence 509484.
SA Wealth Property Services Pty Ltd ACN 656 180 782 as trustee for SA Wealth Property Trust ABN 21 688 258 815, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under the SA Wealth Group.
SA Tax and Accounting Services Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust ABN 45 967 852 423, is responsible for taxation and accounting services under the SA Wealth Group.
The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice.