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…
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…
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…
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…
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…
A family trust is an excellent way to protect generational wealth, assets, and the financial future of your descendants. A family trust is a discretionary arrangement in which a trustee is the holder of certain assets and the distributor of…
If you earn income from investments such as interest, dividends, rent or royalties, using PAYG instalments will help reduce a potential tax bill when you lodge your tax return. How PAYG instalments work PAYG instalments allow you to make regular…
Once upon a time we used to have to wait until a wealthy relative passed away before we received an inheritance. What many people don’t understand is there is more than one way to transition wealth to the next generations…
As a small business owner, protecting your systems from cyber security threats is essential. Here are some simple things you can do to keep your business and clients data safe from cybercriminals. Ensure that all software and app’s are kept…
When planning to pass your assets onto your descendants, there are many things to consider. One of the most common questions people ask is: How do we protect our wealth so it ends up where we want it to go?…