Edney Ryan Wealth Management

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 27 March 2018 Key points Australian growth is likely to be weak over the next year or so and this will prompt further monetary easing and fiscal stimulus. However, several positives suggest recession is unlikely: the current account deficit has collapsed; the $A helps stabilise... Read more

Edney Ryan Wealth Management Wins Firm of the Year

Written by Stephen Ryan, Director - Edney Ryan Group

I am delighted to announce that Edney Ryan Wealth Management has been named Hillross Advisory Firm of the Year for 2018. This national award recognises the firm which has demonstrated the highest standards of professionalism, operational excellence, superior client service, advice delivery and implementation. Independent client research through the Beddoes Institute was instrumental in deciding the award winner, as was a demonstrated... Read more

By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital,  04 June 2019 In Shane Oliver’s latest article he looks at the RBA cut to rates to a new record low – Why? Will it work? How low will rates go? What does it mean for investors? Key points: The RBA’s latest rate cut is aimed... Read more

The Rules to Investing During Times of Uncertainty

Written by Kate O'Brien, Managing Director - Edney Ryan Wealth Management

In a recent edition of Oliver’s Insights, Dr Shane Oliver outlined his top tips for investing during times of uncertainty. Given the rough and tumble of today’s economic climate, we thought it was worth taking a look at these tips to see how they affect our own Wealth Management clients. 1. Use the Power of Compound Interest Consider this: One... Read more

The 2019 Federal Budget and the Government’s Great Irony

Written by Stephen Ryan, Managing Director - Edney Ryan Chartered Accountants

There’s never been a budget delivered as close to a Federal Election as that presented last night by Treasurer Frydenberg. Credit where its due – the nation is forecast to return a budget surplus for the first time in more than twelve years. The government’s sound economic management has the nation back in the black (with recent help from the strengthening... Read more

We are pleased to announce that Edney Ryan Wealth Management has been named as a Finalist for the 2018 Hillross Advisory Firm of the Year. This award recognises exceptional client service and advisory excellence. Kate O’Brien, Managing Director said “What an honour  – as a team we have worked incredibly hard to provide a high standard of advice and care... Read more

An Ethical Business Perspective on the Royal Commission Findings

Written by Stephen Ryan, Managing Director - Edney Ryan Chartered Accountants

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has now concluded with the final report tabled earlier this week. I would like to share our perspective from the Edney Ryan Group, particularly on the most recent recommendations regarding the mortgage broking industry and reiterate our stance on ethical business conduct. We introduced Edney Ryan Mortgage... Read more

Superannuation – It’s Never Too Late to Take Control

Written by Kate O'Brien, Director - Edney Ryan Wealth Management

Despite almost 30 years of compulsory super contributions in Australia, reports show women are retiring with 40 percent less superannuation than men. Currently, the average superannuation balance for a man (aged 60 to 64) is $270,710. For a woman of the same age it’s $157,050 – a difference of $113,660. There are several reasons for this. Women Take More Time... Read more

Changes to Residential Investment Property Deductions

Written by Matthew Stewart, Director - Edney Ryan Chartered Accountants

As we reach the end of another financial year, there are a number of legislative changes worth recalling which took effect from 1 July 2017. Here we highlight the changes to residential investment property deductions, which will be relevant for many of our clients. Changes to Residential Rental Property Travel Expenses Under legislation that took effect 1 July 2017, travel... Read more

Homeowners aged 65 years or over are now able to downsize their family home and invest the surplus into the tax effective environment of superannuation. The sale of the property must be from 1 July 2018 and the property must have been owned for at least 10 years and be the principal place of residence (hence eligible for the main... Read more