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The revival of the recontribution strategy
The recent changes to superannuation rules effective from 1 July this year, have made the recontribution strategy more accessible for...
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...
Aug 12, 2022


8 tips to financial success!
There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...
Jul 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...
Mar 1, 2022


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


Super Changes 1 July 2021
The new financial year brings in a few changes for your superannuation. The Super Guarantee increases to 10% From 1 July the rate of...
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...
Aug 3, 2021


The Transfer of Family Wealth
In Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...
Apr 23, 2021


Am I retirement Ready?
Now that the holiday season is over, do you find yourself yearning to stop work altogether? I regularly receive emails and calls from my...
Feb 1, 2021


Smart steps to reduce your debt by retirement
For many of us long term debt is something we become quite accustomed to. Mortgage lenders offer 25-30 year terms so it not hard to see...
Oct 20, 2020


The 5 elements to “real” financial planning
When you are on holidays, do you find yourself dreaming about your life always being like this? That is what an awesome, financially...
Oct 18, 2020


Is an SMSF right for you?
Self-Managed Super funds (known as SMSF’s) are a hot topic right now. Tax Office figures show that at the end of June 2015, there were an...
Dec 7, 2018
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