Blog Archives

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: , , , , ,

Budget 2017: Housing Affordability

The Government has announced some Incentives to improve housing options.  Among these, are: Allowing first-home buyers to save a deposit through voluntary contributions to superannuation Disallowing travel deductions for investment residential property Limiting depreciation deductions for plant and equipment on

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Safeguarding your retirement plan

From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes.   1. Check your will Without a valid will, an administrator will be appointed

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Government Entitlements for Retirees

The Government has legislated changes to the Age Pension rules from 1 January 2017, which it estimates will see 300,000 Australians lose all or part of their pension entitlements.1 If you are retired or about to retire, some careful planning

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Do you have a valid Will?

Creating a valid will is one of the most important things you can do to protect your loved ones. Here we explain how to go about it. Seek legal advice While DIY will kits can seem like an easy and

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A guide to charitable donations

When you donate to charity, your gifts may be a tax deductible donation that can boost your tax refund. There are many charities in Australia that rely on donations to continue their good work and nine out of 10 of

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Strategies for soaring school fees

With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future. But with the total cost of a private-school education approaching up to $500,000, finding

Posted in Australian Economy, Budgeting, Debt Management, Finances, Investments, Savings Tagged with: , , , , ,

Putting your Goals First

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much

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3 Reasons to Bond with Bonds

Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise

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The real costs of owning property

Australians have long been attracted to property as an investment.  But we also tend to have a blind spot when it comes to the costs of owning it. Property holds a special place in the hearts and minds of Australians.

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