The Value of Seeking Financial Advisers: Long-Term Success through Expertise

19 September

Financial planning is a journey that requires patience, discipline, and strategic thinking. While many investors are tempted by the allure of quick profits, the value of working with a Financial Adviser lies in their ability to help clients maintain...[Read More]

Investment markets and key developments – Weekly market update 13/9/24

18 September

Markets were up this week, follow some weakness in the prior one. US economic data reinforced signals that the Fed will be cutting interest rates next week (although the debate about whether it should be a 25 basis point or 50 basis point cut...[Read More]

Your guide for using business money and the tax consequences.

18 September

Are you using business money or assets for private purposes?   Using money or assets from your company or trust for private purposes can have tax consequences if you don’t account for these transactions correctly. That’s why it’s important to...[Read More]

Exploring Australia on a budget: family-friendly destinations and ideas

12 September

Australia is a country of breathtaking natural beauty, rich history, and diverse landscapes, offering an endless array of family-friendly travel destinations.  While the Land Down Under is known for its expansive wilderness and coastal charm,...[Read More]

Growing your own vegetables: a simple path to saving money and eating healthy

12 September

In recent years, the growing trend of cultivating your own vegetables has become increasingly popular.  Whether it’s a backyard plot, a community garden, or even a small balcony container setup, growing your own food not only helps reduce grocery...[Read More]

Nomadic Freedom: How Retirees Are Funding Adventure and Staying Active on the Road

12 September

After years of dedicated work, countless hours spent behind a desk, or on the road, retirement for many Australians marks the beginning of a new chapter.   No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]

Exploring different ways to invest: a guide to investment options

12 September

Investing is one of the most effective ways to build wealth and achieve long-term financial goals. However, with so many investment options available, it can be overwhelming to decide where to start.  Whether you’re just beginning your investment...[Read More]

Investment markets and key developments – Weekly market update 6/09/24

11 September

Economic data over the week was mixed, but mostly in line with softening, but not collapsing economic activity. Markets were waiting for the official US August non-farm which came out on Friday as a guide to whether the Fed will be cutting by 25...[Read More]

Self-education expenses – can you claim them on your tax return?

11 September

You can claim a deduction for self-education expenses if the education relates to your employment activities. What are self-education expenses? Self-education expenses are the costs you incur when you: undertake courses at an educational...[Read More]

Economy ‘nowhere near recessionary’ despite predictions

4 September

Australians have been urged to remain positive about the economy despite the government’s forecast sluggish growth. Treasurer Jim Chalmers said the Reserve Bank of Australia was “smashing the economy” through its cash rate rises, pre-empting...[Read More]

Analysts received the final pieces of the economic growth puzzle

4 September

The Australian economy is on track for another feeble quarter of growth propped up by firmer government spending. June quarter national accounts due on Wednesday are expected to show an economy growing but only just, prompting the federal treasurer...[Read More]

Let’s put interest rate rises in perspective

29 August

Interest rates in Australia have a significant impact on the economy, with effects felt by a range of individuals, including retirees and first-home buyers. The Reserve Bank of Australia (RBA) sets these rates, with changes influenced by a range of...[Read More]

Thriving in Retirement: A Blueprint for Lasting Health and Happiness.

29 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.    Here are ten top tips to help you prepare: Stay Physically...[Read More]

What is underinsurance? Why does it happen?

29 August

Australia faces an underinsurance crisis, leaving many exposed to unexpected life challenges. A quick scroll on social media might reveal fundraisers for families who’ve lost a loved one. Tell-tale signs indicate a worrying trend and numerous...[Read More]

Investment markets and key developments – Weekly market update

28 August

The swerve in market attention from recession risks and volatility just a few weeks ago back to hopes for a soft landing shows how fast and fickle financial markets can be! The focus was on central bank communication this week, in anticipation of...[Read More]