Andrew Weaver - Weaver Wealth Management

Andrew Weaver - Weaver Wealth Management Call Andrew Weaver, on 02 9524 7888 to find out more. Your first appointment is free.

Wealth Wealth Management will help your transition into retirement and give you peace of mind that your finances are in place to help you live your desired lifestyle.

Is the recent share market activity making you jumpy?Volatility will persist while the world adjusts to a changing econo...
16/06/2022

Is the recent share market activity making you jumpy?

Volatility will persist while the world adjusts to a changing economic and geopolitical order. That could mean a wider range of returns – but not necessarily a poorer real-life outcome if you stick to a robust, diversified strategy that’s attuned to your needs.

Read more about what's currently influencing the outlook > https://www.weaverwealth.com.au/economic/does-the-recent-share-market-volatility-make-you-jumpy/

As you would be well aware, the next Federal Election will take place on Saturday 21st May 2022. As there is future unc...
26/04/2022

As you would be well aware, the next Federal Election will take place on Saturday 21st May 2022. As there is future uncertainty during election campaigns, investment markets traditionally jump around a bit, so I thought it would be a good idea to share some analysis about past elections and how this election is currently shaping up. Read more > https://www.weaverwealth.com.au/economic/how-the-upcoming-fed-election-affects-investors

Last night the Federal Government handed down its Budget for the 2021-22 financial year. Compared with last year’s recor...
12/05/2021

Last night the Federal Government handed down its Budget for the 2021-22 financial year. Compared with last year’s record deficit of $213.7 billion, the underlying cash deficit is projected to decrease to $161 billion as the economy continues on the path to recovery from Coronavirus.

Some of the key Budget announcements that may be of particular interest to people in or approaching retirement include:

▪ the removal of the work test for non-concessional and salary sacrifice contributions
▪ a reduction in the minimum age requirement for downsizer contributions
▪ an increase in the amount of super savings available to first home buyers
▪ additional investment into aged care following a Royal Commission into the quality and safety of the system.

It’s also important to note that the legislated increases to superannuation guarantee were not amended in the Budget. Therefore, rate of superannuation guarantee will increase to 10% from 1 July 2021, as previously legislated.

Additionally, the Government did not announce an extension of the halving of the account based pension minimums. As a result, the standard minimum drawdown requirements will apply from 1 July 2021.

Also, keep in mind that the announcements made in the Budget remain proposals at this stage. All of the proposals mentioned must be passed by Parliament before they become law.

For more detailed information about announcements most relevant to people approaching or who are in retirement, please click here: https://www.weaverwealth.com.au/economic/federal-budget-2021-super-tax-and-aged-care-announcements/

It has been a year since the first Covid-19 lockdown where borders were closed and many people were forced to work from ...
19/03/2021

It has been a year since the first Covid-19 lockdown where borders were closed and many people were forced to work from home. There was a big drop in share market values and questions were being asked by investors about how long it would take for things to recover.

I would like to share with you an article written by Deloitte Access Economics which succinctly answers that question one year on. Click below to read more...
https://www.weaverwealth.com.au/economic/australias-v-shaped-recovery-from-covid-19/

The Federal Treasurer Josh Frydenberg has handed down the 2020 Federal Budget. The good news is that the changes are min...
12/10/2020

The Federal Treasurer Josh Frydenberg has handed down the 2020 Federal Budget. The good news is that the changes are minimal and largely positive in nature.

As widely anticipated the government will bring forward personal income tax cuts already legislated. A range of taxation benefits for small and medium business have also been announced.

Not much has happened with superannuation though.

Here is an overview of the key announcements.
https://www.weaverwealth.com.au/economic/federal-budget-2020-not-much-impact-to-retirees/

14/05/2020

CBA sells a 55% stake of Colonial First State but your investments remain unchanged.

You may have read the Commonwealth Bank (CBA) has announced that it has entered into an agreement with US private equity firm, KKR, to sell a 55% interest in Colonial First for total cash consideration of $1.7 billion. CBA will retain a 45% shareholding in Colonial First State.

Colonial First State expect KKR to finalise the purchase by the end of the June 2021.

What does this mean for you?
You do not need to do anything. Your money will remain invested in the same investments and they will not change.

Everyone I have spoken to at Colonial First State is very positive about this change. Expectations are that KKR will invest approximately $300m in the business to modernise technology, enhance client education and improve self-service tools.

Today, (as at midday Friday 20 March), the Australian share market is trading up 4.24%. This is showing that investor co...
20/03/2020

Today, (as at midday Friday 20 March), the Australian share market is trading up 4.24%. This is showing that investor confidence has risen in response to global governments and central banks taking action to ease the economic pain caused by COVID-19.

There is a lot to take in about what governments are doing to keep economies afloat in these challenging times, so I thought I’d take the opportunity to explain what the components of the Australian economic stimulus package are and how they work.

Read more at >

http://www.weaverwealth.com.au/economic/economic-stimulus-explained/

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