News

As the end of financial year fast approaches, here are three main factors to keep in mind. By being prepared, particularly with your admin, having an awareness of what you can claim and considering any capital losses or gains, you will be well positioned to make the...

Moving into aged care can be a challenging time, both for those making the move and families supporting their loved ones. It's understandable that everyone wants to find the most suitable accommodation and the appropriate standard of care, however, it can be confusing...

“Beware the Ides of March” Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and economic activity was improving. However, a sequence of financial shocks in March – the sudden US bank...

It is important to understand where this income will come from, how long it will last, and whether your retirement investments are on track, or whether some adjustments need to be made to get you there. Work out how long your super or account-based pension will last...

It's challenging to get a foot on the property ladder and coming up with a large enough deposit can seem like an impossible task at times. One way of increasing your savings is to boost the amount of money you have coming in. When it comes to boosting your income,...

Capital gains tax (CGT) is a term you’ll often hear as tax time draws near. When you sell an asset, it can be all too easy to forget about the tax implications related to your sale. However, selling assets, like shares and investment properties, can involve capital...

There are limits on how much you can pay into your super fund each financial year without having to pay extra tax. These limits are called 'contribution caps'. How much you can contribute to your super fund and whether your fund is allowed to accept your contribution...

The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years, or even returning after...

Key takeaways Setting a budget, creating financial goals and starting to save for retirement early can help set you up for financial security later in life. Creating an emergency fund can help protect you from unexpected and unforeseen financial circumstances in life....

Index funds continue to outperform the majority of active managers over time, but a blend of passive and active funds can be a powerful combination. The Australian share market ended 2022 lower than where it started the year, and in between it was a bumpy ride for...

It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with your hard-earned cash - and they cast their net wide.  While it’s easy to think “it will never happen to me”,...

Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach the end of financial...