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Financial Planning

Getting retirement plans back on track

Getting retirement plans back on track

Published: September 15, 2020
After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in...
How to spend and invest at the same time

How to spend and invest at the same time

Published: September 15, 2020
We talk a lot about ‘buckets’ in retirement. You’ve got your ‘bucket list’ which you want to accomplish before you ‘kick the bucket’. Let’s add one more to the list....
SMSFs on the defensive: Is it time to revisit your strategy?

SMSFs on the defensive: Is it time to revisit your strategy?

Published: September 15, 2020
Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their...
Paying taxes and maximising tax deductions

Paying taxes and maximising tax deductions

Published: August 11, 2020
Tax time can feel stressful; however, paying close attention to allowable deductions may lower the tax you need to pay on your tax return. Here are some allowable deductions you may wish to...
5 common financial mistakes to avoid during a crisis

5 common financial mistakes to avoid during a crisis

Published: August 11, 2020
The economic impact of the COVID-19 pandemic is playing havoc with finances for many households. In an ideal world, the financial boost should be enough and assumes that everyone was...
Balancing wealth and happiness

Balancing wealth and happiness

Published: August 11, 2020
It can at times seem like life is a seesaw of logic and emotion. If you believe by emotion, then no amount of reason can talk you out of how you feel. It’s how some fall prey to a life of...
A baby boomer’s retirement path

A baby boomer’s retirement path

Published: July 15, 2020
Baby boomers are born consumers and love choice. For those unsure, a baby boomer is generally defined as those born just after World War II – 1946 to 1964. During these years, the number...
Family trusts under ATO scrutiny

Family trusts under ATO scrutiny

Published: July 13, 2020
Family trusts have stood the test of time as a means of protecting family and business wealth, and managing the distribution of trust income in a tax-effective way. But the misuse of these...
New financial year – new perspective

New financial year – new perspective

Published: July 13, 2020
The start of the financial year is always an excellent time to take stock of your current situation and visualise where you’d like to be in the future.  It’s fair to say this year...
Making your wishes known

Making your wishes known

Published: July 13, 2020
While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be. It was also a solemn...
How COVID-19 changes tax time

How COVID-19 changes tax time

Published: June 30, 2020
As this financial year draws to a close, it will be viewed as a year like no other. COVID-19 (coronavirus) has impacted everybody’s life, albeit in different ways for different...
Is your SMSF balanced?

Is your SMSF balanced?

Published: June 9, 2020
The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis,...
How COVID-19 changes tax time

How COVID-19 changes tax time

Published: June 9, 2020
As this financial year draws to a close, it will be viewed as a year like no other. COVID-19 (coronavirus) has impacted everybody’s life, albeit in different ways for different...
Starting over: how to bounce back after 60

Starting over: how to bounce back after 60

Published: May 11, 2020
Have you ever gone through a major life event that forced you to start again? For some, it’s a scary time filled with change, anxiety and confusion. But it doesn’t have to be that way....
Withdrawing Super: what to consider

Withdrawing Super: what to consider

Published: May 11, 2020
The federal government has been releasing details of financial support available to Australians who have lost income due the economic impact of the COVID-19 pandemic. A huge number of us...
5 Tips to work productively remotely

5 Tips to work productively remotely

Published: April 14, 2020
In the current climate, many businesses are needing to make changes to accommodate staff working remotely. If you are able to work from home the ensuing changes to your work habits can be...
JobKeeper Payment now officially passed by the Government

JobKeeper Payment now officially passed by the Government

Published: April 14, 2020
On April 8th, the JobKeeper package was passed by both sides of Parliament and legislated. This update offers further guidance on the scheme. Workers with multiple jobs If you are...
Temporary Relief for Financially Distressed Businesses

Temporary Relief for Financially Distressed Businesses

Published: April 14, 2020
The coronavirus is first and foremost a health crisis, but as measures are being taken to reduce the spread of the virus throughout the community, many profitable businesses may temporarily...
Temporary Access to Super

Temporary Access to Super

Published: April 14, 2020
As part of the measures taken by the government to support those impacted by COVID-19 some people will be able to access up to $10,000 of their super between now and 1 July 2020, with a...
Making peace with the unknown

Making peace with the unknown

Published: April 14, 2020
Life constantly challenges us with unknowns, yet some of these hit closer to home and harder than others in their impact. The coronavirus is unprecedented in our lifetimes, so we are...
Where to seek advice in uncertain times

Where to seek advice in uncertain times

Published: April 14, 2020
With the ongoing escalation of the COVID-19 crisis many people are struggling. Huge changes are happening and we’re all being affected, socially, emotionally and financially. If your...
Coronavirus and Stimulus Packages

Coronavirus and Stimulus Packages

Published: April 6, 2020
In these unprecedented times, we have seen an unprecedented response by both Commonwealth and State governments in efforts to keep the economy moving along, as well as keeping people...
Coronavirus Safety Net Expanded: What does it mean for you?

Coronavirus Safety Net Expanded: What does it mean for you?

Published: March 25, 2020
In a rapidly evolving response to the spread of COVID-19, the Federal Government’s second support package announced over the weekend has flicked the switch to more income support for...
Coronavirus and Global Volatility

Coronavirus and Global Volatility

Published: March 10, 2020
Special Update - Monday 9th March, 2020. Today the Aussie market suffered the worst decline since October 2008 with the ASX 200 -455.6pts or -7.33% to 5760.6pts. All sectors finished in...
Hold on – Bumpy markets ahead

Hold on – Bumpy markets ahead

Published: March 2, 2020
After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19).  At times like these, it’s...
Women and Money: Seize the day!

Women and Money: Seize the day!

Published: March 2, 2020
As the world celebrates International Women’s Day and all that women have achieved, it’s a good opportunity to take stock. Women have undoubtedly come a long way in terms of workplace...
Hatching your nest egg early

Hatching your nest egg early

Published: March 2, 2020
The summer bushfires have touched the lives of all Australians. For individuals who lost homes, businesses or livelihoods, the financial hardship lingers, prompting many to ask whether they...
How does your insurance measure up?

How does your insurance measure up?

Published: February 11, 2020
As a tradie, you are largely dependent on your physical ability to earn a living. So, what would happen if you fell ill or had an accident? Would you be able to continue your current...
Living with adult children

Living with adult children

Published: October 9, 2019
The number of young adults living in the family home well into adulthood is growing. ABS data indicates, amongst adults under 35, nearly one third are still at home, and the trend is on the...
Working together to combat burnout

Working together to combat burnout

Published: August 6, 2019
If both your first and last task of the day is to check your emails, you’re not alone. Contemporary work culture, spurred on by advances in technology, has meant that we are expected to...

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