How to Maximize your Assets before Retirement with Tactical Investing

Posted by XO Accounting on Jan 13, 2020 10:45:00 AM

Risk tolerance, time horizon, and asset allocation - you've dealt with these factors for a good part of your life, but now, in the face of retirement, they take on a more urgent and significant role. These factors - particularly tactical asset allocation - are vital to maximizing your assets before your retire in a few years' time.

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Topics: Self Funded Retirees, planning, efficiency

The attack on Self Funded Retirees Continues

Posted by Michael Kirby on Jun 14, 2019 9:42:32 AM

The false and distorted campaign regarding franking credits continues even after the election . A column by Alex Carey @carey_alexis, a "Finance Reporter" with this week continued the false narrative of franking credits being "FREE MONEY". Anyone with the slightest knowledge of the tax system knows it is nothing of the sort, like any other tax payer it is a refund of overpaid tax on earnings.

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Topics: TAX, Self Funded Retirees


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