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3 money myths we don’t need anymore

There’s no denying our first financial lessons come from our immediate family or the people closest to us. However, the money lessons being instilled in us are rarely sound financial advice which will work in our favour. Here are some…

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Top tips for small businesses

The last couple of years for business owners have provided for some unprecedented changes.  Victorian small businesses have had to adapt to new technology and to seek opportunities to improve business practices and customer relationships. As we start moving into…

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Timing the market vs time in the market

2022 was a turbulent period for financial markets. The Russian invasion of the Ukraine, along with high inflation, increasing interest rates and slowing economic growth has resulted in falling asset prices. There had been a 9.6% decline in the ASX…

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2022/23 Federal Budget analysis

Two Federal Budgets in one year – what a treat! Nearly a decade after Labor’s last Budget, Jim Chalmers delivered his first Budget with only a few new proposals that may impact the financial planning space. Most of the relevant…

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Budget 2022: Winners and Losers

The October Federal Budget appeals to families, patients accessing medicines, renters and home buyers, and those in vocational training. An estimated $28.5 billion in revenue will be clawed back in this Budget through a variety of means, including tax compliance…

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Time to improve your retirement budget

With inflation rising, low bank interest rates and volatile markets, here are a few tips to help you think about what you could do to boost your household’s bottom line. Recheck your eligibility for the Age Pension. If your assets or…

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Rental property video series

The Australian Taxation Office (ATO) have created some helpful videos to assist you in understanding what your record-keeping obligations are if you own or are investing in a rental property. The videos include the following: An introduction to rental property…

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