superannuation Archives

Changes to Super

October 26, 2022

The release of the 2022-2023 Federal Budget has had minimal impact on the current superannuation system. One noticeable amendment is …more

Sonic Boom!

April 13, 2022

When economic uncertainty is high because of geopolitical issues between Russia and Ukraine, regulatory crackdowns in Asia and spiralling inflation …more

What is the old saying about death and taxes?

January 29, 2022

InvoCare (IVC) is the largest funeral operator in Australia, offering a wide array of funeral related services such as catering …more

Energize your Portfolio

December 20, 2021

Our listed energy stocks are set for some strong gains in 2022. After years of underinvestment in oil, gas and …more

It is a great Endeavour!

November 10, 2021

Dan Murphy’s, BWS, Cellarmasters, to name a few, are major household names in the retail drinks sector. They all form …more

What to do next

April 22, 2020

There are plenty of reasons why the Market is selling off Oil price crash – enough to rattle anyone seeing …more

Are you guilty of paying the Lazy Tax

March 3, 2020

The Reserve Bank of Australia (RBA) reduced their lending rate by 0.25% to 0.5% today. This change will result in …more

Income ideas for yield hungry investors

July 8, 2019

With interest rates being cut to 1% by the RBA, investors are out hunting for strong dividend yielding stocks. Last …more

Please don’t leave me Frankie

September 1, 2018

Back in 1987 the Hawke-Keating Labor government introduced the franking credit system which was designed to stop double taxing of corporate …more

Saving for your first home

June 30, 2018

Starting on the 1st of July 2018 the government is going to allow First Home Buyers to pull money out …more

Stephen Hall

September 21, 2023.

Tracy & Adrian's knowledge/experience with financial markets, greater global & domestic political/economic impacts & individual companies/stocks is not just unique & refreshing, but also gives great peace of mind. Having a team this capable taking care of your hard earned to help avoid knowable negative impacts, and/or take advantage of opportunities well ahead of time is like nothing I've experienced before. Could not recommend highly enough. Subscribe to Adrian's newsletter too if you want a no B.S. commentary that is unlike the sanitised drivel coming from mainstream financial reporting.

jeff allott

June 22, 2023.

Sound knowledgeable and friendly service with advise tailored to my requirements

Natalie Gaby

January 12, 2023.

I highly recommend Super Equity to anyone needing assistance or guidance with their Super. Tracy was very thorough and clearly explained how Super works and why she made particular recommendations for us. Her (and the team's) customer service is outstanding with being very personalised, and we look forward to a long working relationship with them.

Charlie Gimblett

August 8, 2022.

A huge thanks To Tracy And Adrian from Super Equity for sharing their knowledge on the recent Introduction To The Stock market Course I attended. The course was fabulous and gave a great insight on how the world operates from Share Markets, to Economic Cycles, World Currencies and great tips on how to look for opportunities on how and where to invest based on local news and world events along with overseas markets and indicators. Also thanks again Adrian for the Silver coin for 1st prize as part of the demo share market game we played over the duration of the course. Would thoroughly recommend the Stock Market course as well Tracy and Adrian's knowledge on our own investments. Cheers Charlie

Leigh P

April 29, 2022.

Tracy has been a pleasure to deal with. Found her very approachable and patient. She is very knowledgeable in super funds and I would highly recommend her to anyone who needs more education on how to make their super work for them.

Lena Diez

February 25, 2022.

My husband and I have had the privilege of receiving the guidance, services and support from Tracy for over 5 years. Having joined Super Equity has been one of the best financial decisions we have made to date. Tracy's extensive experience and knowledge has guided and helped us improve in our financial journey. No question is to silly, Tracy is always available for any query you have and gives us the time to explain our portfolio and investments. Receiving the daily morning reports has been helpful to understand and learn the market. We have always highly recommended and will not hesitate to recommend Tracy and team for any and all financial guidance. Thank you Tracy and look forward to your continual support.

Tessa Daal

October 13, 2016.

Tracy has been an amazing teacher. I have gone from having no idea about what my super was doing and feeling really overwhelmed by the thought of all that it involved, to now being in control and understanding. Through super equity's I have a transparent, easy to understand managed fund. Tracy has even put me into contact with advisors specialised in life insurance and income protection. I cannot thank Tracy enough for empowering me and helping me organise all my affairs. If you need someone patient an knowledgeable to organise your super and investment portfolio, Tracy is the best!!

Dianne Bentley

July 8, 2016.

The service and support received from Super Equity has reached and surpassed all our expectations. Having previous experience with stock brokering firms over an 11 year period has highlighted to me how superior the service and support received from Tracy Askew at Super Equity is. For myself and for my clients. Tracy's in depth fundamental and technical knowledge in all areas of the market reduces many hours of my time in the research needed to be successful and profitable for myself and my clients.