Donating to a charity or a cause you care about is a win-win for both you and the charity. Charities rely on the generosity of donors to help them do […]
Tax deductible donations: Get the most out of giving back Read More »
With careful planning, you can give a helping hand to your adult children financially, while still enjoying a comfortable retirement. In the past, wealth was often passed on through inheritance. But
Supporting your kids, without sacrificing your own retirement Read More »
The end of another financial year is looming, and with that may come thoughts about your tax return and how your wealth has tracked throughout the year. Whether you are:
How to finish this financial year on the right foot Read More »
On 11 May 2021, the Government handed down the 2021-22 Federal Budget. Whilst this marked a return to the traditional timing of the budgetary processes, the content of the 2021-22
2021-22 Federal Budget Analysis Read More »
Research from Roy Morgan found that in the first half of 2020, at the height of the COVID-19 pandemic shut down, 32 per cent of Australian workers were working from
Tax time prep – deductions you can claim if you work from home Read More »
Many Australians are turning to growth assets in order to chase better returns than those offered by the banks. With thousands of shares listed on the stock exchange, what do
Selecting shares to invest in – 5 key considerations Read More »
The Transfer Balance Cap (TBC) began on 1 July 2017. It is a lifetime limit on the total amount of superannuation that can be transferred into retirement phase income streams,
Superannuation transfer balance cap changes coming on 1 July 2021 Read More »
The property market in Perth right now is red hot. What’s driving the heat? Lots of factors: There are fewer properties on the market listed for sale (8,680 compared to
Don’t get caught out: The hidden costs of selling a property Read More »
Back in the days of “normal” interest rates the simple answer to the question “what do I do with any surplus savings?” was “pay off debt”. That’s still a sound
Wealth creation using superannuation – a case study Read More »
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are the strategies you
The best financial strategy for each stage of life Read More »
Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up, it leads to larger losses when markets fall.
Borrowing to invest – should you do it? Read More »
Thousands of Australians receive tax refunds every year. Some refunds won’t even cover the cost of a pizza to celebrate, however many are quite substantial. If you’re one of the
What will you do with your tax refund? Read More »
As you gather your paperwork for your tax return, it’s a good opportunity to reflect on how next year could be better. It goes without saying that planning and a
4 money-saving tax time techniques Read More »
By now most of us have arranged our tax documents together in preparation for a meeting with our tax accountant, but beware of whom the ATO is targeting this year.
It’s tax time again! Here’s how to prepare Read More »
