Taxation for small business owners: EOFY preparation and working with your accountant

15 May

As the end of the financial year (EOFY) approaches, small business owners face one of the most critical periods in their business calendar. Proper preparation and a clear understanding of your taxation obligations can make a significant difference...[Read More]

Understanding debt recycling – transform bad debt into good debt

15 May

Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]

Retire right: why seeking financial advice matters

15 May

Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.  Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]

Unlocking the Value of Your Home Loan: The Importance of Refinancing

8 May

For many, a home loan is one of the largest financial commitments they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]

The redundancy checklist

8 May

Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future.  A qualified financial adviser can assist you in navigating...[Read More]

Rate cut could fuel further ‘modest’ house price growth

7 May

Australian home values have continued to soar and an expected post-election rate cut is likely to fuel further growth. Defying economic uncertainty caused by US President Donald Trump’s trade tariffs, the national median dwelling price rose 0.3...[Read More]

Digital literacy in retirement: embracing tech in the golden years

24 April

In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees.    Far from being just “young people’s territory,” technology now plays a significant role in helping older adults stay...[Read More]

Saving for the future: building financial security

24 April

In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]

Jobs market strong but Trump tariff bomb yet to explode

23 April

Global headwinds stirred by “erratic” US policy decisions could still hit the Australian jobs market despite latest figures showing only a small uptick in unemployment. About 30,000 jobs were created in March after a shock 53,000 slump in...[Read More]

Working women key to future economic growth: bank boss

16 April

Women’s participation in the Australian economy has been remarkably transformed in the past 40 years but more progress is needed, the head of the central bank says. Michele Bullock made history in 2023 when she became the first woman appointed...[Read More]

What does ethical investing mean and how does it relate to ESG investing?

10 April

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

Business hungry for more despite Labor tax sweetener

9 April

Small businesses are being tempted with a $20,000 sweetener to re-elect Labor, but the offering still falls short of the coalition pitch to traders. Labor has vowed to extend the instant asset write-off – which allows businesses and tradies with a...[Read More]

Managing finances and lifestyle activities during retirement

3 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

Dutton pledges power bill ‘action’ but questions remain

2 April

Plans to set aside gas for the domestic market will bring power prices down, Peter Dutton claims, but Australians remain in the dark about how much better off they would be under the proposal. The opposition leader visited western Sydney on the...[Read More]

The top 5 international destinations retirees should have on their bucket list

27 March

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]