Publications

Financial Services Guide

View, print or download Retirewell's Financial Services Guide

Target Market Determination (TMD) – Managed Discretionary Accounts

Click here to view, print or download this document

Investment Philosophy Statement

View, print or download Retirewell's Investment Philosophy Statement via the following link

Budget Planner

View, print or download Retirewell's Budget Planner via the following link

Estate Planning

Pro Forma A Estate Planning Diagrams

Pro Forma B Estate Planning Fact Finder - Single

Pro Forma C My Will Instructions - Single Person

Pro Forma D Instructions for Preparation of My Enduring Powers of Attorney

Pro Forma E Estate Planning Fact Finder - Couple

Pro Forma F Our Will Instructions - Couple

Pro Forma G Instructions for Preparation of Our Enduring Powers of Attorney

Pro Forma H Dossier for my Executor (and Attorney)

Blog

Tony Gillett AFSL Blog

E-Newsletters

May 2022 - The RBA starts raising rates - how far and how fast? And what does it mean for investors?

March 2022 - War in Ukraine - Implications for Markets and Your Investment Portfolio

December 2021 - OUT with 2021 IN with 2022 – Outlook for Recovery and Markets Looks Very Positive

12/6/2020 - Big Bounce in Shares – But Is It Sustainable?

9/4/2020 - Signposts for a Sharemarket Bottom

3/4/2020 - It's Business as Usual in Unusual Times

16/3/2020 - Coronavirus: Keep Calm and Carry On

16/3/2020 - Coronavirus and the Fall in Sharemarkets

2019 Review + Through the Looking Glass for 2020

7/10/19 - Investment Returns Are Likely to Slow over the Next 5 Years

28/8/19 - Are We Heading for a Recession? What Might it Mean for the Stock Market?

2019-07-31 - The 'New' Pension Loan Scheme - What is it and How Does it Work?

2019-07-31 - Recession in Australia is Unlikely

20170315-oi-australian-housing-market

20170322-oi-global-debt

20170404-oi-australian-rates

20170404-Bet you didn't know this

20170406-History repeats on housing

20170406-PortfolioConstruction-Forum_MK_Using-age-banding-to-estimate-spending-in-retirement

  • Super, Death, and taxes

    An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.

  • ATO responds to GST case involving SMSF

    The ATO has issued a decision impact statement on a recent decision that determined whether an SMSF was liable for GST on the sale of subdivided lots.

  • ATO statistics show 12 per cent jump in SMSF assets

    The total value of SMSF assets has climbed to $892 billion during the 12 months to March, according to the latest ATO statistics.

  • Census 2021 Data

    Search through the data collected by the Australian Bureau of Statistics, and find interesting facts about how the country is changing.

Read more latest Financial Planning news articles

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.