News / Articles

  • #Finances | Posted On : Nov 6, 2019

    Want to break free from being asset rich and cash poor?

    Here’s 4 ways to boost your income… Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most of their wealth was tied up in illiquid assets, in particular the family […]

  • #In The Media | Posted On : Oct 28, 2019

    The $10k cash call: Why large payments are on the scrapheap

    Opposition is mounting against a federal government bill to ban cash payments over $10,000 with concerns it will push customers into the clutches of banks or other financial institutions.The Currency (Restrictions on the Use of Cash) Bill 2019, which passed through the House of Representatives on Thursday, is designed to crack down on criminal money […]

  • #Aged Care | Posted On : Apr 5, 2019

    How does the Federal Budget affect you?

    The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans not only during the next financial year but into the future as well. Just like a household budget, the Federal Budget forecasts revenue and expenses to determine whether there is a surplus […]

  • #Advisers | Posted On : Dec 4, 2018

    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 the crypto-bubble.  Pretty easy to say, there’s been plenty going on that can affect markets, […]

  • #Australian Economy | Posted On : Sep 4, 2018

    Boost your super savings with the work test exemption

    If you’re a recent retiree and looking to increase your superannuation savings, we’ve got some good news! The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without having to show that they’ve been ‘gainfully employed’. Current rules Currently, anyone under age 65 […]

  • #Finances | Posted On : Jul 19, 2018

    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 sale of one eligible property to super within 90 days of change of ownership, without […]

  • #Money | Posted On : Jun 12, 2018

    Why should I care about lost super?

    Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy […]

  • #Finances | Posted On : Jun 5, 2018

    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 diagnosed with cancer each year.2 The good news is that changing these behaviours may help prevent […]

  • #Advisers | Posted On : Jun 4, 2018

    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 can make lodging your tax return a painless process and maybe even increase your refund! […]

  • #Business | Posted On : May 25, 2018

    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 financial constraints, lose a fair amount of sleep, turn grey and maybe confront failure confront […]

  • #Finances | Posted On : May 15, 2018

    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 to consider. 1. Figure out how much you’ll need Find out how much income you […]

  • #Advisers | Posted On : May 15, 2018

    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.

  • #Australian Economy | Posted On : May 11, 2018

    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

  • #Economy | Posted On : Apr 20, 2018

    Diversification of assets is a good defence against a fall

    Increased Diversification can assist in lowering risk in times of market volatility. A properly constructed portfolio can protect investors in downturns in the market and help provide appropriate returns at other times. Portfolios which include diversifying assets may protect the overall portfolio against equity market volatility. It’s been over ten years now since the last […]

  • #Budget | Posted On : Apr 9, 2018

    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 the honeymoon. 1. Plan early Given that the average Australian wedding costs $36,200[1], the sooner […]

  • #Budget | Posted On : Feb 12, 2018

    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 reach your financial goals, you may need to revisit the basics: sticking to a budget. […]

  • #Budget | Posted On : Jan 15, 2018

    Planning a holiday? Here are some tips!!

    With the summer holidays right on top of us, it’s not too late to do your financial planning for the holidays – or start planning for later in the year. Here’s how to minimise your financial stress for a well-deserved break. Plan ahead The earlier you start planning, the more money you can save. And […]

  • #Finances | Posted On : Dec 12, 2017

    Same-sex Marriage triggers Estate Planning challenges

    With the recent legalisation of same-sex marriage in Australia, it’s likely we’ll see a slew of marriages in 2018!  But, be warned!  Same-sex couples are urged to review estate planning documents, as marriage can invalidate a binding nomination… in some cases. While the parties and proposals continue Down Under, same-sex marriage reforms will bring significant […]

  • #In The Media | Posted On : Dec 10, 2017

    Cover Story – Amanda Cassar

    Power of Social Amanda Cassar Director, Wealth Planning Partners. In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to financial advice.

  • #Budget | Posted On : Nov 20, 2017

    Budget for a very merry Christmas

    A bit of planning and forethought may help take the financial stress out of Christmas. Christmas for many families, is a happy time of year that brings people together, but it can also be expensive! With a bit of early planning you may control your festive season spending. Here are some tips to help avoid […]

  • #Business | Posted On : Nov 13, 2017

    Key-person insurance: Protection for your business

    How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with people’s lives but also with businesses. However, business owners are often so busy they don’t stop to consider the true cost of the loss of a key employee, business partner or even themselves. The knock-on […]

  • #Finances | Posted On : Oct 23, 2017

    5 Tips on Giving to Charity

    Feeling generous and want to make a difference? Here are five tips on giving to consider. An estimated 14.9 million Australian adults (80.8 per cent of the population) gave $12.5 billion to charities and not-for-profit organisations in 2015–16.[1] For many people, donating comes as a response to a specific request, but if you feel strongly […]

  • #General | Posted On : Oct 17, 2017

    Reduce stress to cut your heart attack risk

    A new study links stress with heart disease, but there are easy ways to stay healthy and protect your heart. Stress is part of modern life but a new study shows that being stressed takes a serious, and lasting, toll on your health and increases your risk of heart disease. The multi-year study published in […]

  • #Budget | Posted On : Sep 18, 2017

    Money hacks for teens and young adults

    Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should be an essential life skill. A reason to save For many teenagers and young adults […]

  • #Finances | Posted On : Aug 21, 2017

    A few things have changed in super

    Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This is what has changed. Additional 15 per cent tax for high income earners and concessional […]

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