Blog Archives

Are we facing the end of the growth cycle… for now?

2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of

Posted in Advisers, Australian Economy, Finances, Money Tagged with: , , , ,

Need to know more about the Downsizer Contribution?

Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 or over have expanded to include the new Downsizer Contributions. These contributions enable eligible individuals to contribute up to $300,000 from the

Posted in Finances, Superannuation, Taxation Tagged with: , , ,

Simple lifestyle changes for a healthier you

“Cancer isn’t always a matter of genetics or bad luck.” – Prof. David Whiteman, Brisbane’s QIMR Berghofer Medical Research Institute.1 A recent study from the institute found risky habits and behaviour are to blame for more than 16,000 Australians being

Posted in Finances Tagged with: , , , ,

5 Tips for EOFY

The end of financial year doesn’t have to be too taxing a time.  These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you

Posted in Advisers, Budget, Finances, Money, Retirement, Savings, Superannuation, Taxation Tagged with: , , , , , ,

Starting a business?

Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing

Posted in Business, Finances, Insurance & Protection Tagged with: , , , , ,

Are you Retirement ready?

Planning is the key to be retirement ready… and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here’s two top tips you’ll need

Posted in Finances, Superannuation Tagged with: , , ,

A new way to approach your super strategy

For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.

Posted in Advisers, Finances, Superannuation, Wealth Tagged with: , , ,

How the Budget may affect families

If you’re part of a family, here’s a quick run down on what Budget 2018 means for you

Posted in Australian Economy, Budget, Economy, Finances Tagged with: , , , , , ,

A money-wise wedding: Creating a budget for the big day

Whether you’re planning a large, luxurious wedding or a small, intimate affair, smart budgeting could help free you from financial worries, so you can enjoy your special day. Following these steps may help ensure no one’s worried about debt on

Posted in Budget, Finances, Savings, Wealth Tagged with: , , ,

Create a great financial new year

New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get back to basics If you find it near-impossible to

Posted in Budget, Debt Management, Finances, Insurance & Protection, Investments, Money, Retirement, Superannuation Tagged with: , , , , ,