Getting EOFY ready as a property investor
In the lead up to the end of the financial year (EOFY), it’s a great opportunity for property investors to pause, prepare their records, and
30th June 2025
June 30, 2025
Why it’s never too early to start teaching your children about money
Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world, yet many Australians struggle with
30th June 2025
How to financially ease into retirement
Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s
30th June 2025
The superannuation changes from 1 July
The super changes coming into effect in the 2025-26 financial year Australian superannuation laws are set to change once again in the 2025-26 financial year
30th June 2025
Guiding the way: the art of effective leadership
‘A leader is one who knows the way, goes the way and shows the way.’ – John Maxwell What does it mean to be an
30th June 2025
Why it’s important to stay the course during market volatility – in three charts
Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking at how markets have performed
30th June 2025
Records for rental properties and holiday homes
How long to keep rental records You need to keep records for 5 years. Depending on your situation, that is 5 years from the date: you lodge
30th June 2025
Unauthorised and mistaken transactions
If you find a transaction in your account that you don’t recognise, it could be unauthorised or mistaken. If you think something is wrong, contact
30th June 2025
Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
30th June 2025
Protecting your superannuation after death
You work hard to build your superannuation. It’s an income source in retirement, there to help fund the life you and your family want to
30th June 2025
Planning for retirement? Start with these 5 steps
#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you
30th June 2025
