Investment Property: Getting it right
June 4, 2024
With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households (21%) owns a home in addition to their usual residence.i Maximising taxation benefits is one key element but the ATO recently found 9 out of…
Market Movements & Economic Review – June 2024
June 4, 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation figures saw Australian shares tumble after reaching a welcome high mid-month. The ASX200 finished the month on a positive note, slightly higher for the month…
The Rich Life Vol 82
June 3, 2024
With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year. You may have seen all of the EOFY blogs that we have been sharing over the last few weeks to help…
Smart Super Strategies & EOFY Cut-Off Dates for SuperSMA
June 3, 2024
The lead-up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. Our good friends at MLC have put together a plethora of useful End of Financial Year (EOFY) resources to help…
How to end the financial year on a high note
June 3, 2024
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition and a strong start for the year to come. Topping…
Preparing your family trust for EOFY
June 3, 2024
With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created to hold and protect family or business assets. Trustees of…
Tax update June 2024
June 3, 2024
Tax cuts ease the message of greater ATO oversight Every taxpayer can look forward to a tax cut from 1 July thanks to the centrepiece of the Federal Budget delivered in May. On average, taxpayers will save around $36 a week under the new rules, which were legislated in February.i The lowest tax rate in…
Enjoy the now and secure your future
June 3, 2024
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a…
EOFY 2024
May 31, 2024
The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. MLC have put together five smart strategies that may benefit you now and help boost your…
Centaur Financial Services Investment Update and Budget Briefing Event | 2024
May 20, 2024
On Thursday the 16th of May 2024, we had over 180 people join us at Currumbin RSL for the Centaur Financial Services Investment Update and Budget Briefing Event for 2024. We had valuable insights and perspectives shared by three of our distinguished speakers: Hugh Robertson CFP®, CIMA®, SSA® – Centaur Financial Services Managing Director and…
The Inside Network Investment Leaders Forum Byron Bay – Hugh Robertson
May 15, 2024
Centaur Financial Services Managing Director Hugh Robertson CFP®, CIMA®, SSA® was invited to attend and moderate a dynamic discussion on economic outlook, asset allocation, and tilts for 2024 at The Inside Network Investment Leaders Forum in Byron Bay. Hugh spent a wonderful 3 days facilitating part of the forum and walking away with incredible insights. Photo source: The Inside Network
Federal Budget 2024-25 Analysis: What does it mean for you?
May 15, 2024
What does this mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says, but also for the decades to come. More than $8.4…
‘Sell in May and go away’ – fact or fiction? | The Money Puzzle – Hugh Robertson
May 13, 2024
Hugh Robertson was invited to join James Kirby on the Money Puzzle Podcast which covers all the important property, business, money and finance news. This episode covers: You can catch this episode here.
We’re Finalists | Australian Wealth Management Awards 2024
May 10, 2024
The Centaur Team are over the moon to have been recognised as a finalist for the Australian Wealth Management Awards 2024. The inaugural Australian Wealth Management Awards delivers an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across the nation. Becoming a finalist and winning an Australian Wealth…
Market Movements & Economic Review – May 2024
May 1, 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn to the 2024-25 Federal Budget, stronger-than-expected domestic inflation was recorded for April. The markets have been subdued due to geopolitical instability and uncertainty around cash rates both in Australia and the US. The S&P/ASX 200…
End of content
End of content