Knowledge Centre
Learn about topics like investment and superannuation with expert-informed articles, and explore our collection of calculators.
The Importance of Estate Planning as part of Financial Advice
Estate planning has a vital role when it comes to protecting your valuable assets and ensuring that your loved ones or chosen beneficiaries are taken care of. When you have estate planning in place, it ensures your wishes are honoured after you have passed, or in the event that you
Why Nominating Beneficiaries in Superannuation is Important
Superannuation is a key aspect of financial planning in Australia. Funded by employers and mandated by the government, this retirement savings program holds a percentage of your earnings in a designated fund. When reviewing your long-term financial position, it’s important to nominate a beneficiary for your fund in the case
Super Contribution Limit (caps) Increase is a Bonus for the Savvy Pre-Retiree and Older Workers
The announcement of a super contribution caps increase effective from 1 July 2024 certainly bodes well for savvy pre-retirees and older workers looking for extra resources to boost their retirement funds. This came after the Australian Bureau of Statistics revealed that average weekly ordinary time earnings (AWOTE) increased by 4.5%,
Top 3 Cybersecurity Scams Australians need to be aware of in 2024
Australians face a digital battleground where their financial information and personal data are constantly at risk. Cybersecurity scams have evolved, leveraging artificial intelligence (AI) to craft more deceptive and sophisticated attacks. Furthermore, attackers are capitalising on the current cost-of-living crisis, targeting those most vulnerable with promises of financial relief or
Celebrating 35 Years of Financial Excellence with Matthew Brown
This week, MiQ Private Wealth is thrilled to celebrate Matthew Brown’s remarkable 35 years in the financial planning industry. Matthew, a Founding Partner and Financial Adviser at MiQ, has been a guiding force in the realm of financial planning, dedicated to helping clients navigate their financial journeys with expertise and
Shane Fisher Named MiQ Private Wealth Adviser of the Year 2023
MiQ Private Wealth is proud to announce Shane Fisher as the recipient of the Adviser of the Year award for 2023. This accolade is a testament to Shane’s dedication to client satisfaction, his outstanding contributions to the MiQ community, and his embodiment of the company’s core values. Shane’s commitment to
Proposed Adjustments to Stage 3 Taxation
Recently, as you may be aware, the Government has suggested modifications to the scheduled stage 3 tax cuts set to be implemented from 1 July 2024, and we thought it prudent to communicate these with you. To enact these proposed changes, however, legislation must be approved, and the Government is
Revolutionising Wealth Management: MiQ Partners with Morningstar for iQ Ploutos Managed Accounts
As we excitedly advised in the last newsletter, after extensive researching of the top portfolio managers in Australia, the MiQ Investment Committee appointed Morningstar as our partner for the iQ Ploutos Managed Accounts. iQ Ploutos provides our clients with access to investment portfolios that reflect the MiQ Investment Philosophy, with
Navigating the Generational Bridge: A Financial Guide for Parents Considering Helping Adult Children with Property.
Is it tough love, or should you be helping your adult children get into the property market, buy a car, start an investment portfolio, or pay for a wedding? It is perfectly natural to want to help, but does this mean you should? You need to firstly consider the impact
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