Entries by Jennifer Ahearne

NEW FINANCIAL YEAR | NEW BEGINNINGS

With the 2022/2023 financial year in full swing, it’s time for new beginnings and New Year’s resolutions. From having clear goals and budgets, to dedicated time spent aside each month to review your financial targets, it’s imperative to start your financial year journey early. At Locumsgroup, we work by a philosophy of four key questions […]

Prepare for End of Financial Year Tax Time

With tax time right around the corner, it’s time to start closing out the current financial year: At Locumsgroup, our expert accountants are equipped with advanced knowledge and understanding to help you get the most out of your tax planning and the preparation and lodgment of your income tax return.  Saving you money, time, and […]

Financial trends that have shifted in 2022

We are currently in the fifth month of the year and there have already been extraordinary global affairs that have affected the financial trends for the rest of 2022. Inflation Even before Russia’s invasion of its neighbour, Ukraine, countries across the globe were experiencing rising inflation rates. The costs of goods and services are up […]

Does your savings account look very healthy?

The pandemic has shifted spending and saving priorities for many individuals, and has provided a chance to put aside a larger amount of cash into savings. This is widely attributed to the nation-wide lockdowns with people not being able to go out to shop and spend.   A key metric is the amount of unallocated […]

Have you got the right ownership structure for your business or practice?

Whether you are a start-up or an established business you have to consider if your business is structured correctly.   Critical analysis of your organisational or asset-ownership structure, and your business arrangements will result in you achieving the best outcomes from your enterprise.   Asset Protection arrangements that recognise the potential risks associated with a […]

The key to money is understanding not what it can buy, but what it can do

By understanding not what money can buy, but what it can do is a key outcome in understanding how to achieve financial independence and freedom. At Locumsgroup, our specialists work closely with you to help refine, manage, and ensure that your financial objectives are efficiently and effectively identified and achieved.   We apply Nobel Prize […]

Seven Investment Portfolios (defensive assets/growth assets)

Tailored Investment Solutions Each investment portfolio is uniquely tailored to match your individual risk profile. We create your profile based on a risk assessment questionnaire, developed alongside the University of New South Wales to match seven key risk profiles. We then use this to determine how to best manage risk based on a ratio of […]

Investment Philosophy

Understanding our client’s financial objectives and providing access to diversified portfolios in keeping with their investor risk profile, enables us to assist our clients to achieve constant investment returns and capture the financial performance of the capital markets. We are asset-allocators not stock-pickers. Our client portfolios are built on globally diversified blends of index funds. […]

Australian Housing Market Update

The housing market in Australia traditionally slows down during the winter months, however we are continuing to see a spike in the housing market with no signs of it slowing down anytime soon.   There is a strong demand for properties across NSW.  The world seems to have changed with house hunters looking to either […]

SETTING UP A SELF MANAGED SUPER FUND

Locumsgroup can assist in establishing a self managed super fund (“SMSF”) if that is the direction you would like to steer your retirement funding toward.  We have a high level of expertise in the field and can attend to all of the required steps to set up your fund.   In general terms, the steps […]