Blog Archives

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

Posted in Finances, Money, Wealth Tagged with: , , , , ,

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

Posted in Australian Economy, Superannuation Tagged with: , , , ,

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

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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: , , , , , ,

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.

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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

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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

Posted in Budget, Budgeting, Money Tagged with: , , , ,

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

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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

Posted in Budget, Budgeting, Debt Management, Finances, Savings, Wealth Tagged with: , , , ,

Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

Posted in Advisers, Australian Economy, Budget, Finances, Retirement, Superannuation Tagged with: , , , , , , ,