Tax and super changes for the new financial year
The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies
12th August 2024
Insights
Going for Gold
Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the
12th August 2024
Have you checked your portfolio today?
Rather than worrying about day-to-day price movements, focus here instead. If you checked on the status of your investment portfolio today, don’t worry. You’re definitely
29th July 2024
Consolidating super funds
Consolidating your super means moving all your super into one account. It makes your super easier to manage, and saves on fees. Before you consolidate,
29th July 2024
The art of refinancing
Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances to achieve your goals. However,
29th July 2024
Deeming freeze a win for Age Pensioners
Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill
29th July 2024
Estate planning: why it’s important to have a will
What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,
29th July 2024
Five useful budgeting tips for a growing family
1. Make a budget It can be surprising just how much you need to spend before your baby even arrives. There are services and classes
29th July 2024
How much do you need to be rich these days?
Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,
29th July 2024
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
22nd July 2024
The power of the core-satellite investing strategy
Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful?
22nd July 2024
Tips and tricks for cutting costs
Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from rising interest rates to the weekly grocery shop contributing
22nd July 2024
