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Financial Planning

How COVID-19 changes tax time

How COVID-19 changes tax time

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?

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

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

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

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

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

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

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

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

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

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

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?

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

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

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!

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

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?

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

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

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...
Where is the best place to stash your cash?

Where is the best place to stash your cash?

If like many Australians you’re looking for ways to put some cash away for a rainy day, a holiday or to earn extra income, the job has just become a bit harder. It’s also become more...
Time for an annual tune-up?

Time for an annual tune-up?

We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It...
Jump and celebrate !! We have been able to negotiate further savings for you

Jump and celebrate !! We have been able to negotiate further savings for you

The end of financial year is fast approaching and we wanted to share some good news in regards to fee reductions we have negotiated for you. You may remember we have talked about the...

Dollar Cost Averaging

Dollar cost averaging is an alternative strategy to investing a lump sum. Using this approach you invest a set amount at regular intervals over time. This method of investing can be a...
Artificial intelligence – the future of finance

Artificial intelligence – the future of finance

We often like to think of artificial intelligence as some fantasy of the distant future, the stuff of sci-fi movies. But the reality is, it’s already here. From flight comparison websites...
How to spot a scam

How to spot a scam

Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being...
Making the most of a windfall

Making the most of a windfall

Who among us hasn’t daydreamed about receiving a windfall? In reality, people receive large sums of money in the form of inheritances, redundancy payouts and lottery wins all the time....
Don’t short change your medium term goals

Don’t short change your medium term goals

When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest.  The...
Financial Rules to live by in 2019

Financial Rules to live by in 2019

Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You may...
Can you afford your dream retirement

Can you afford your dream retirement

Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language...

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