FINANCIAL ADVICE

What is the pension loan scheme?

Approximately 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along …

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What you can claim when working from home

Setting up a home office? Here’s how to create a comfortable workspace, while offsetting the extra costs of working remotely. If you’re among those who have decided to say ‘so …

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The value of financial advice when tragedy strikes – a personal story

The story below was written by one of our long-time clients Kelly Exeter who lost her husband Anthony (Ant) in a freak accident two years ago. It is rare but …

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Understanding Australia’s reliance on China

In 2007 China displaced Japan as Australia’s largest trading partner. In 2009 it became Australia’s largest export market, and in 2017-2018 we sold A$123.3 billion worth of goods and services …

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Joining finances with a partner – the benefits and pitfalls

If things are getting serious with your partner, is merging your finances a natural next step? Being open about money is pretty important in a successful relationship. Secret spending and …

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Quarterly Economic Update: October – December 2020

COVID-19 Finally, some good news on the COVID-19 front: several vaccines, all developed in record time, were being rolled out in a number of countries. While a huge step forward …

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Room to rent? Read this first

Renting out a spare room can be a great way to earn some extra cash, particularly with the help of Airbnb and similar online services. However, it’s easy to overlook …

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COVID-19 early release super – integrity and compliance

The Australian Taxation Office (ATO) is available to help and assist those who are doing the right thing. They will make it as simple as possible for eligible people in …

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The upside of a market downturn

Most people view share market downturns as unequivocally bad events. Suddenly, hard-earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating, and …

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If you think you’d never fall for a scam, read this

If you are aged over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised …

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5 common financial mistakes people make in their 40s

The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities …

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Rentvesting: the not-so-new phenomenon

At first glance it seems like a strange thing to do: rent out a property that you own while paying rent to live in somebody else’s place. Yet this phenomenon …

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Time to cool off

Have you ever awoken the morning after signing a contract for something – a gym membership, a car, a new phone plan, or a house – and thought “Oh, no! What have I done?” …

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Seven habits of highly effective investors

If you’re feeling a little bombarded by news about the US and Australian elections, Brexit fallout, RBA interest rate cuts, anaemic global growth—you’re not alone. In a low-return, high-volatility world, …

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Keys to de-stressing a mortgage

“Don’t sail out farther than you can row back.” This Danish saying is sound advice for anyone thinking of borrowing to buy a home, particularly now that interest rates are …

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