5 Tips to Live your Dream in Retirement
What is ‘Living the dream’? The definition of living the dream can be different for each of us, however in some recent research conducted by the Financial Planning Association (FPA), the top 3 indicators of a dream life include: Having…
Gifts and donations of crypto assets
If you have received or have given a gift of crypto assets you will need to consider the tax implications that can occur. Giving a gift or donation in crypto By donating or gifting crypto assets you are essentially disposing…
Fiducian Economic August 2023 commentary
The global economy has continued to slow in response to severe measures taken by most of the world’s major central banks, especially across the advanced economies, to counter rising inflationary pressures. As the International Monetary Fund (IMF) noted in its…
Why your tax return outcome may change in 2023
When lodging your 2023 tax return you may notice that your tax outcome may be different than in previous years. Your refund may be lower or you may receive a tax bill. Your tax return outcome may change for any…
Tax-smart tips for crypto assets investments
There’s more to cryptocurrency then just buying and selling. It’s important you understand your tax obligations. If you exchange crypto for goods, cash, or other cryptocurrencies then it’s likely a disposal for the purposes of capital gains tax. Then a…
Retirement Planning
Even if you’re nearing retirement and haven’t consulted a financial planner before, there is still a considerable amount of help and advice you can benefit from. For most of us, the big questions around our retirement will include: When can…
International Women’s Day (IWD) is an annual celebration marking the social, economic, cultural and political achievements of women. It also marks a call to action on gender parity.
For IWD 2023 the campaign theme is Embrace Equity which, in part, means to understand the journey required to achieve equality. Although societies have come a long way since the first IWD – there remains a chasm when it comes…
Tax-smart tips for your investment property
Being tax-smart when investing in property means more than making the right property choices. If you use your property to earn income at any time, you need to: Keep records from the start Work out what expenses you can claim…
Top 10 tips to help rental property owners avoid common tax mistakes
Save time and money by avoiding the following common tax mistakes: 1. Getting initial repairs and capital improvements right You can’t claim an immediate deduction for: - Initial repairs on damage existing when you bought the property - Improvements you…
Budget Planner
Saving for your first home? Hoping to retire a few years earlier? Want to take control of your finances? Planning for the holiday of a lifetime? Wondering where your wages go? Whatever your goal, our Free Budget Planner can help…