The BFG Report – Spring 2018

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…

The BFG Report – Winter 2018

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 – ABC Weekend Breakfast 14 April 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.

Suzanne Haddan – ABC Weekend Breakfast 10 March 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.

Suzanne Haddan appears on the ABC Weekend Breakfast 09/09/2017

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast with Andrew Geoghegan and Kirsten Aiken to discuss the weeks key financial issues.

The BFG Report – Spring 2017

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…

Suzanne Haddan appears on ABC Weekend Breakfast 14/10/2017

Suzanne Haddan – Managing Director of BFG Financial Services appears on the ABC Weekend Breakfast to discuss the week in Finance and Business.

The BFG Report – Winter 2017

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…

Budget 2017: The wealthy are feeling squeezed from many sides

http://www.afr.com/personal-finance/the-wealthy-are-feeling-squeezed-from-many-sides-20170510-gw1bkb BFG Financial Services – Managing Director Suzanne Haddan provides commentary to the Australian Financial Review’s budget summary.

ASIC establishes Financial Advisers Consultative Committee

ASIC establishes Financial Advisers Consultative Committee. BFG Managing Director – Suzanne Haddan has accepted a 3 year appointment to the inaugural ASIC Financial Advisers Consultative Committee. The Australian Securities and Investments Commission (ASIC) has announced the establishment of the Financial Advisers Consultative Committee, designed to improve industry engagement with its regulator. The members of the…

The BFG Report – Autumn 2017

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…

Suzanne Haddan appears on the ABC – The Business

In many cases victims only discover a problem with their insurance when they go to make a claim. Particularly contentious is income protection insurance. In this episode of The Business, Suzanne Haddan (BFG) and Andrew Robertson (ABC) review an example.

The BFG Report – Summer 2016

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…

The BFG Report – Spring 2016

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…

The BFG Report – Winter 2016

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…

The BFG Report – Autumn 2016

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 –…

The BFG Report – Summer 2015

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,…

Money traps for helping kids | AFR by Deb Cleveland

Money traps for helping out kids | AFR.COM

The BFG Report – Spring 2015

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…

The BFG Report – Winter 2015

Welcome to the 2015 Winter Edition of the BFG Report. Challenge of Change – the 2015 Intergenerational Report In early March this year, the Treasurer released the Intergenerational Report (IGR). Every five years, the IGR provides a snapshot analysis of how Australia is tracking now and how it will be in 40 years’ time. This…

2015 Budget Supplement

2015 Budget Supplement What’s in the Budget for you? The Treasurer, Mr Joe Hockey, has delivered his much anticipated second Federal Budget – a responsible budget about fairness, families and small business that encourages Australia to ‘get out there and have a go’. Superannuation There are no changes to superannuation at this stage. However, the…

The BFG Report – Autumn 2015

Welcome to the 2015 Autumn Edition of the BFG Report. Since June 2014, the price of oil has continued to plummet and this has been a major focus for economic observers. The West Texas Intermediate (WTI) oil price (a grade of crude oil that is used as a benchmark for the price of oil), has…

The BFG Report – Summer 2014

Welcome to the 2014 Summer Edition of the BFG Report. Do International Property Prices Impact Our Economy ? With many people having the majority of their wealth tied up in the value of their homes, house prices have a significant impact on an economy. While generally true globally, this is certainly the case here in…

The BFG Report – Spring 2014

Welcome to the 2014 Spring Edition of the BFG Report. Can Anyone Challenge Your Will ? It’s easy for a disgruntled family member to say “I’m going to challenge the Will”. However, there’s only a few limited ways in which a Will can be ‘challenged’. The most common way for a challenge to be made…