Share Market Myth Busters
The share market can be a confusing place, filled with misinformation. Let’s take a moment to debunk some common share market myths to...
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Jul 4
Should I wind up my SMSF?
There are a lot of reasons why trustees might choose to wind-up their SMSF from performance to a change in circumstances. We look at the...
Apr 1
6 Common mistakes professionals make when it comes to financial planning
Professional services are highly respected careers and generally well recognised for earning high incomes. What is less talked about is...
Mar 3
Leave Entitlements Upon Retirement
Retirement is a big milestone in the journey of life and comes with many decisions to be made. Planning ahead can ensure you make the...
Dec 8, 2023
Twelve financial gifts for Christmas
‘Tis the season to be giving so here are my financial gifts to see you thrive in 2024: Day 1 Set your financial goals for 2024 (don’t...
Dec 8, 2023
Has inflation reached its peak?
Inflation has remained higher for longer than predicted to the point where the phrase has become a mantra of the Reserve Bank of...
Oct 30, 2023
What is Debt Recycling
Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while...
Oct 17, 2023
The outlook for oil
This is an important issue at present, given resilient inflation and geopolitical issues. We have “borrowed” this article to share with...
Aug 3, 2023
The challenge of spending in retirement
It might come as a surprise to learn that many retirees are afraid of spending their money in retirement. Modelling how much a client...
Aug 3, 2023
Self Managed Super Fund Updates
For those of you who have a Self Managed Super fund, as trustees you should be aware of some recent changes effective from 1 July 2023....
Jul 28, 2023
Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
May 3, 2023
Understanding the Bank Guarantee
Due to the recent issues with some US and European banking facilities, many have been questioning the security of their savings in...
May 3, 2023
Are rental properties a private investment or a public good?
With rental property availability at critical levels, a social ‘tug of war’ is in play with investors held to account over rising rents....
Nov 7, 2022
3 ways to Manage FUD (Fear Uncertainty Doubt) when investing
Are you feeling a bit exhausted by all the negative talk? The news is negative, the share market is currently negative, so it’s no...
Aug 12, 2022
Division 293 tax
Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...
Mar 1, 2022
Time in the Market, not timing the market
The current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...
Mar 1, 2022
Using your home equity to invest
Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...
Nov 9, 2021
3 threats to your retirement
Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...
Nov 8, 2021
Is it a scam?
New data released Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a...
Aug 3, 2021
Book Review – Atomic Habits
Nothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...
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