Historical trends have shown that soaring bull prices and dipping bear markets aren’t permanent. A surge may spark optimism, while a dip can bring disappointments among the investors. Investors who plan long-term goals have better chances of sailing through the rough seas and withstanding rocky markets. It is seen that investors who have invested their...Read More

The fiscal calendar drawing to a close serves as a reminder to assess your investments and financial goals. It is the time to take stock of your finances and make last-minute investment decisions ensure you achieve your financial goals. As EOFY approaches, it’s essential to be prepared before it gets too late. EOFY is an...Read More

With the humanitarian crisis and human toll, it is hard to turn our attention to finances but with the Financial Review reporting that the invasion of Ukraine has wiped $73 billion from the share market we need to look at how this impacts our investments and therefor our livelihood. While the growing list of sanctions...Read More

Once again there is relief for an economy still in recovery mode from a global pandemic with increased support for small businesses and tax reliefs for some. The cost of COVID-19 testing requirements will also be alleviated along with a few measures impacting superannuation, social security and retirement. One-off cost of living tax offset Available...Read More

A new proposal that was put forward in the 2021/22 Federal Budget to reduce the eligibility age for downsizer contributions from 65 to 60 will come into effect on 1st July 2022. We think this information is SUPER valuable especially to our clients aged 60 and over that are thinking about downsizing. This provides a...Read More

With life expectancy rates surging over the years, retirement can last longer than one might expect. While this means that you can live up to an advanced age, it also indicates that you will require a better retirement fund for a secure future in your non-working years. When it comes to retirement planning, people often...Read More

Are you financially ready for your child’s education? Do you worry about how you are going to afford expenses if someone gets sick, or pay for family holidays or your child’s 21st/ first car/wedding? Actively planning for a secure financial future is one of the best things you can do for your family. Research conducted...Read More

Estate planning Current and future retirees in Australia hold a growing proportion of wealth, including personal and business assets. It is estimated that over the next 20 years, up to $3.5 trillion dollars will be transferred from Australians over the age of 60 to a variety of beneficiaries. It is therefore evident that a significant...Read More

We have all heard of Bitcoin by now, and with Shiba Inu coin (SHIB) currently in the spotlight with its stock rising 23.83% on 27th October we thought we would discuss the tax implications that go hand in hand with these substantial gains (and losses) for investors over short periods of time. When breaking down...Read More

With COVID 19 pandemic taking billions of lives and disrupting business activities across the planet, people have realised the importance of securing the financial future of their loved ones. This paradigm shift has moved life insurance on the top of everyone’s to-do-list. A  life insurance cover cannot prevent an unfortunate accident or pandemic – but...Read More