Merit Planning East - SMSF Specialists

Merit Planning East - SMSF Specialists

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Merit Wealth is a boutique financial services company that bridges the gap between accountants and the financial services community.

Seven rules for success | Money & Life 21/11/2022

If you’re ready to start living your , it might be time to change the you live by. Actor Charmaine Bingwa and CEO Kylie Travers tell us about the rules that have kept them moving on the path to .

Seven rules for success | Money & Life Want to make a positive impact on your finances but not sure how to go about it? Learn the rules that two women have lived by to become successful

Is now the time to hedge? 20/11/2022

If you’re in offshore , the decision of whether to hedge your currency exposure is an important one as movements in the can either erode or add value to your investment. If you want to minimize this uncertainty, currency-hedged ETFs are worth considering.

Is now the time to hedge? Reading time: 4 minutes If you’re investing in offshore assets, the decision whether to hedge your currency exposure is an important one as movements in the Australian dollar can either erode or add value to your investment. If you want to minimise this uncertainty, currency hedged ETFs are worth ...

Photos 19/11/2022

face similar to stay on top. Instead of a “follow the herd” mentality, there is the “black swan offense”, approach to . Black swan refers to events that are a surprise, make a huge impact, and are unpredictable.
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Invest in metal producers powering the clean energy transition 18/11/2022

The transition from to clean , such as renewable energy generation and electric vehicles, is critically dependent on a select group of Energy Transition Metals (ETMs).

Invest in metal producers powering the clean energy transition The transition to clean energy technologies is dependent on a group of Energy Transition Metals, like copper, lithium, nickel, cobalt and more. Learn how to invest.

Photos 17/11/2022

"You will never win if you never begin." Helen Rowland

Being a smart Santa with your gift budget | Money & Life 16/11/2022

When you’re under pressure to give that perfect present at it can be much harder to stick to a . Find ways to make your budget go further with our top tips for giving generously without going overboard on spending.

Being a smart Santa with your gift budget | Money & Life When you want to give that perfect gift at Christmas, it’s hard to stick to a budget. Find ways to make your gift budget go further.

Spotlight on fast fashion 15/11/2022

The model requires ever-increasing production and sales, fast manufacturing, low quality, and short product life cycles. This article puts a spotlight on Fast Fashion, its impact on the environment, and asks whether the world can afford it.

Spotlight on fast fashion This article puts a spotlight on Fast Fashion, its impact on the environment, and asks whether the world can afford Fast Fashion.

Photos 14/11/2022

"Wake up with determination, Go to bed with satisfaction." - George Horace Lorimer

Why you need more than one budget | Money & Life 13/11/2022

Coming up with even a basic is a big for most of us. But having more than one budget can actually help you get to your sooner.

Why you need more than one budget | Money & Life Coming up with even a basic budget is a big achievement for most of us. But having more than one budget can actually help you get to your goals sooner. Find out how.

Tax us if you can: Progress towards tax justice 12/11/2022

continue to show significant concern that corporations fail to pay their fair share of tax. A recent survey of 1,097 Australians found that 48% of those surveyed wished to avoid investments in corporations that don’t pay their fair share of tax1. That was the same as the portion of people that wished to avoid in corporations involved in to***co, gambling, weapons, and firearms2.

Tax us if you can: Progress towards tax justice Australians continue to show significant concern that corporations fail to pay their fair share of tax. Read more.

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Stockland Building, Level 21, 133 Castlereagh Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm