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    Purchasing Property in a Self Managed Super Fund

    SMSF and Purchasing Property. The press is full of stories about buying investment properties through your Self Managed Super Fund. This article seeks to adress some of the common questions and help y...
    Apr 09, 2013 No Comments

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    Critical Illness Insurance, Your questions answered

    What Is A Critical Illness. A Critical illness is a major illness such as Cancer, Heart disease, Stroke, Musculoskeletal, Neurological Disorders, etc.   Advancements In Medical Science In the pas...
    Apr 09, 2013 No Comments

  • New rules proposed for UK pension QROPS transfers.

    The UK HMRC announced new rules for QROPS on December 6th, in the form of a consultation period which will end on January 31st.   The main proposed changes are:   The reporting period to H...
    Mar 19, 2012 1 Comment

  • Education Tax Refund

    I am sure like our house the last couple of days has been spent frantically labelling, buying new shoes, pencils and getting ready for the first day back at school. (at least that is what my wife tell...
    Feb 01, 2012 No Comments

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    Bill Gross delivers on what to expect in 2012

    Bill Gross provides a very insightful article in his January Investment Outlook. From the man who’s firm PIMCO – the worlds largest bond investor coined the phrase the ‘new normal...
    Jan 09, 2012 No Comments

  • Useful Links

    Here are some useful links to online resources. (We take no responsibility for the content or information provided by external links).   Government Departments and Agencies   Austrade Australia...
    Dec 16, 2011 2 Comments

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    Money Markets: The canary in the coal mine

    This document was produced by Perpetual fund managers and provides an innovative way to look at Money markets as an early warning system to market changes. You can find more interesting articles by Pe...
    Dec 15, 2011 No Comments

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    Workers Compensation and Centrelink benefits

    Workers Compensation Benefits. There are many occasions when clients have stated ‘I don’t need any more insurance!’ or ‘ I pay enough taxes, the government can pay for me if something happ...
    Dec 15, 2011 2 Comments

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    End of transitional period opportunities approaches

    End of transitional period opportunities approaches Transitional concessional contributions cap The $50,000 transitional concessional contributions cap for individuals aged 50 years or over is schedu...
    Dec 15, 2011 No Comments

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    Industry Super Funds Versus the rest

    Industry Super Funds Versus the rest There has been a lot of pro-active advertising by the industry fund network promoting the value of their own vehicles versus anything that is offered by a financia...
    Dec 14, 2011 No Comments

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About us

Our aim at Southern Cross Wealth Management is to provide you with financial peace of mind by assisting you to identify your goals and then achieve them.

We do this by taking the time to understand your specific personal financial situation then develop a financial plan that is uniquely yours.

We can assist you to manage your debt, develop an investment portfolio, save tax and protect you and your family whilst maintaining your lifestyle.

When you talk with a Southern Cross Adviser you are in control. Our clients are surprised at the opportunities available to them and the difference in what they can achieve with experienced and professional guidance.

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