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BFG Report – Coronavirus March 2020 With our core mission being “assisting clients to make smart decisions about their wealth” your portfolio structure has assumptions that risks, like share prices falling, will occur. We set up your portfolio with other investments like cash (including term deposits) to help reduce the impact of this risk on…
Welcome to the 2020 Autumn Edition of the BFG Report Top Tips When Preparing Your Will Preparing a Will can be complicated, especially if you have a complex family or asset structure. Here are some tips to consider when writing a Will. Make a List of Your Assets and Beneficiaries Your Will should include a…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.
How to know when it’s time to change super funds By Patrick Wright https://www.abc.net.au/life/how-to-know-when-its-time-to-change-super-funds/11810456 What if I told you that by spending a few hours looking at your super account, you could end up saving tens of thousands of dollars? Nope, it’s not a scam — it’s true. In fact, if you’re young and have…
Welcome to the 2019 Summer Edition of the BFG Report Downsizer Contributions to Super Since 1 July 2018, if you’re age 65 or over and sell your home, you can now contribute up to $300,000 into your super even if you’re currently restricted by other super rules. This is especially beneficial if you have retired…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.
I asked a mortgage broker, financial adviser and money coach to fix my finances. Here’s what happened By Bridget Judd https://www.abc.net.au/news/2019-11-27/mortgage-broker-financial-adviser-money-coach-fix-my-finances/11564478 Trying to fix your own finances is a bit like submitting to a colonoscopy: you never know exactly what you’re going to find, but chances are, the end result is going to be crap.…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.
https://www.abc.net.au/news/2019-10-16/buying-versus-renting-property-dead-money/11607832 ‘Dead money’ or owning a house: Is it better to rent for the long term? By business reporter Andrew Robertson For most young people these days, the prospect of buying a home early in their working life is now out of the question. With prices, particularly in Sydney and Melbourne, among the most…
Suzanne Haddan – Managing Director of BFG Financial Services, appears on the ABC Weekend Breakfast with Josh Szeps and Fauziah Ibrahim to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Lorna Dunkley to discuss the weeks key business and financial issues.
Welcome to the 2019 Spring Edition of the BFG Report Claiming a deduction on personal super contributions Since 1 July 2017, employees, as well as the self-employed, can claim a tax deduction on personal super contributions. If you are aged between 65 and 74 you can make a contribution to super but you need to…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Josh Szeps and Fauziah Ibrahim to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Fauziah Ibrahim to discuss the weeks key business and financial issues.
Welcome to the 2019 Winter Edition of the BFG Report Super Dependants If you have a superannuation fund, you’ve probably been asked to nominate your beneficiary. But, super fund trustees can only pay your super death benefit to eligible dependants or to the legal personal representative (LPR) of your estate. If you haven’t elected a…
How to travel and retire comfortably No financial strategy will give you everything. What you do have are choices and those choices come with financial consequences that you need to be comfortable with. Becoming an informed spender means you understand the financial costs and benefits of how you’ve decided to allocate your money. Hopefully it…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Katherine Robertson and Johanna Nicholson to discuss the weeks key business and financial issues.
Self help for first-home buyers Want to help your children into the housing market? Here’s how to do it with their money not yours. Suzanne Haddan Worried you might whittle away your retirement savings or risk your home as security so your children will be able to buy a home and leave yours? Although it’s…
The budgeting and planning behind one couple’s bid to move up the property ladder ABC Life / By Patrick Wright and Emily Stewart https://www.abc.net.au/life/the-realities-of-one-couples-bid-to-move-up-the-property-ladder/10880758 Like many Australians, Ross and Sangita worked hard to achieve their dream of building their own home. Ross, a chef who moved to Australia from Nepal 12 years ago, has worked…
Hayne’s royal commission misses the chance to professionalise financial planners By business reporter Andrew Robertson https://www.abc.net.au/news/2019-02-15/the-banking-royal-commissions-missed-opportunity/10807518 Setting us up for another royal commission in five years Genuine fee-for-service financial adviser Suzanne Haddan (the owner of BFG Financial), said she had no doubt where the retention of asset-based fees would end. “To not have addressed one…
Welcome to the 2019 Autumn Edition of the BFG Report What To Look Out For In 2019? As we look towards the next Federal election and beyond, it’s important to understand both the existing Government and the opposition party’s proposed policies relating to superannuation and tax. In relation to some policies, both parties agree on…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Josh Zseps to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Johanna Nicholson and Dan Bourchier to discuss the weeks key business and financial issues.
Welcome to the 2018 Summer Edition of the BFG Report The Rising Cost of Cyber Crime Last year, more than six million consumers fell victim to identity theft, credit card fraud or had their passwords compromised. This cost the Australian economy more than $2.3 billion, and, at an individual level, cost each victim an average…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on ABC’s The Business with Andrew Robertson to discuss Insurance within Superannuation.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Nick Dole and Johanna Nicholson to discuss the weeks key business and financial issues.
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Katherine Robertson and Johanna Nicholson to discuss the weeks key business and financial issues.
Welcome to the 2018 Spring Edition of the BFG Report The Power of An Attorney A power of attorney is a legal document that allows you to nominate someone you trust to make financial decisions on your behalf if you are unable to do so. A popular misconception is that a person’s partner can make…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.
Welcome to the 2018 Winter Edition of the BFG Report Market outlook for the next financial year The global economy looks strong for the next year but different risk factors may affect consumer and business confidence. One source of uncertainty are elections, including the outcome of our own upcoming federal election, which could impact investments. Generally, for…
Suzanne Haddan – Managing Director of BFG Financial Services appears on ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to help with some end of financial year tips for 2018
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.
Welcome to the 2018 Autumn Edition of the BFG Report Super Opportunity For First Home Buyers The ‘First home buyer super saver scheme’ allows you to save for a deposit for your first home using your super account. The benefit of saving within your super is the concessional tax treatment of super which can help…
Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Johanna Nicholson to discuss the weeks key business and financial issues.
Welcome to the 2017 Summer Edition of the BFG Report Self-Service Super Contributions The 1 July 2017 super reforms have opened up a fantastic new opportunity to build wealth in super and reduce your tax bill at the same time. That is, it’s now easier to claim a tax deduction on your personal super contributions…
Welcome to the 2017 Spring Edition of the BFG Report End of Financial Year (EOFY) – Not Just About Tax The start of the new financial year isn’t just about getting your tax return in. It’s the perfect time to think about your circumstances and get your estate plan in order — especially if your…
Welcome to the 2017 Winter Edition of the BFG Report Home Care – Greater Choice Since February 2017, some welcome changes have been made to the home care system, giving greater choice to older Australians. In the years ahead, the aging population means the number of people requiring home care is going to increase so…
Welcome to the 2017 Autumn Edition of the BFG Report Can your Will be challenged? Yes it can, but only in certain situations. While most people try hard to strike a fair balance when they write their Will, sometimes there may be people who are unhappy with how the estate has been divided and decide…
Welcome to the 2016 Summer Edition of the BFG Report US interest rates poised for further hikes The US Federal Reserve (commonly referred to as the Fed) didn’t raise interest rates during the quarter. The world’s central bankers arrived in Jackson Hole in August for their annual economic meeting and conference. Investors carefully listen to…
Welcome to the 2016 Spring Edition of the BFG Report Reserve Bank of Australia adopts a monetary easing bias The Reserve Bank of Australia (RBA) lowered the cash rate unexpectedly by 25 basis points during the quarter to 1.75 per cent and in early August further cut the rate to an historical low of 1.50…
Welcome to the 2016 Winter Edition of the BFG Report. How Will The Budget Effect You ? We have summarised some of the key points from the 2016 Federal Budget below, but remember these are proposals only and are subject to the passing of legislation. Lifetime cap on non-concessional super contributions The Government is replacing…
Welcome to the 2016 Autumn Edition of the BFG Report. US Rates Lift Off While Europe Continues With Easy Money As widely anticipated, in December the US Federal Reserve; often referred to as the Fed, announced an increase in the federal funds rate by 0.25 per cent to a range of 0.25 per cent –…
Welcome to the 2015 Summer Edition of the BFG Report. Aged Care — Make the Right Retirement Living Choice Many of us save and plan for retirement, with our main focus on ensuring we have enough money to live the type of lifestyle that we want. Although this is an important aspect of planning ahead,…
Welcome to the 2015 Spring Edition of the BFG Report. Bubbling House Prices – Where To From Here ? Reports of record-breaking sale prices, high auction clearance rates and Glenn Stevens, Governor of the Reserve Bank of Australia (RBA), talking of ‘crazy’ house prices has greatly inflated the housing bubble debate. House prices are one…
