Having the money talk with your partner
While you may have been putting off the money talk with your partner, matters of the bank account are very important. In fact, discussing your finances with a long or …
Why you should write a Will
You probably have a good idea of who you’d like to give your hard earned assets to when you’re gone. Making a Will can help ensure your assets are distributed …
Three ways to invest for passive income
Living off the income from investments is a dream for many Australians. Along the way, passive income can help cover school fees, fund holidays or pay for life’s little luxuries. …
Getting the best from your professional relationships
You might have a regular accountant you see at tax time who helps you sort out what you owe the government, or if you’re lucky, what the government owes you. …
Aged care facility choices
Aged care made simple: what you need to know Navigating aged care can be quite a challenge, especially with the new rules that come into effect on November 1, 2025. …
Star performers: which investment types delivered the best returns in 2024-25?
Sharemarkets continued to make headlines in the 2024-25 financial year but the best performers for investors seeking high returns broadened to include a much wider range of investment types. Investors …
Making the most of a salary increase
It’s exciting to get a pay rise and when you’ve earned it, you often feel like it’s a deserved reward to treat yourself with, but used in the right way …
Helping your grandkids purchase their first property
Supporting your adult children or grandchildren in purchasing their first property can be a fulfilling way to help them achieve financial independence. However, it’s crucial to ensure your own retirement …
Having a baby
New babies are a wonderful addition to your life. Planning ahead for parenthood can help you give your growing brood the best of everything. The costs of raising a child …
Secure your email
In today’s world, we manage a significant part of our lives through emails. We use them to communicate with friends, family and colleagues. We also use email to sign up …
Reserve Bank cuts interest rates by 0.25 percentage points in August in unanimous decision
In short: The Reserve Bank cut interest rates by 0.25 percentage points in August to 3.6 per cent, after July’s shock ‘on hold’ decision. The average owner-occupier with a $750,000 …
Protecting retirement income from inflation
Protecting retirement income from inflation The fall in inflation from multi decade highs is good news for the Australian economy. Many retirees are struggling to manage their cost of living …
How much super do I need to retire in Australia?
The amount of super you need to support your retirement will depend on what kind of lifestyle you’re hoping to enjoy and how much income you’ll be earning in addition …
Australian housing market update
Australian housing values rose another 0.6% in June, marking a fifth straight month of growth since conditions flattened out through the end of last year. Demonstrating the broad based nature …
Economic update August 2025
Global Financial markets rallied in July after the US struck trade deals with Japan and the EU, which involved a reduction in the tariff rate in exchange for over $1 …
Carry forward concessional contributions
If you’re looking for ways to potentially increase your retirement savings while reducing tax, carry forward concessional contributions could be a good option. Carry forward concessional contributions If you’ve had …
2025 financial year in review
A strong year for share returns Global shares delivered very strong returns in the past financial year. Optimism on the promise of ‘Artificial Intelligence’ (AI) as well as progress towards …
When you need a Will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to …