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
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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
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
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
Thinking about an SMSF? Here’s what you need to know
Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings
23rd June 2025
Concessions for eligible businesses
If you’re an eligible business, you can access a range of concessions to help reduce the amount of tax you pay. As each concession has
23rd June 2025
What are family trusts?
Many of us associate trust funds with their depictions in popular culture – tools used by the mega-rich to distribute enormous family incomes among “trust-fund
23rd June 2025
Timeshares
Timeshare schemes are a form of ownership or right to use a particular property or properties for holidays. It’s important to understand how they work
23rd June 2025