How to live with your parents as an adult?
Call it a sign of the times but, if you’re not living in a multigenerational household yourself, chances are you know someone who is. A recent study found that adult …
Grow your super this year
There are a number of ways you can contribute more to your super, to take advantage of time and the magic of compound interest. These include salary sacrificing, and a …
Federal Government assistance for those severely affected by the Bushfires
Australia’s bushfire crisis has so far claimed 28 lives, killed an estimated billion animals, destroyed more than 2000 homes and burnt through more than ten million hectares of land. If …
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5 minutes for 5 days – get your finances in order
New Year’s resolutions are such a drag, right? Whether it’s fitness, family or finances, the best laid plans rarely last beyond the first week of January. Life has a habit …
3 factors affecting retirement income
In Australia, people are living longer and interest rates are lower than ever. While the first is good news, the second carries risks if you’re looking for an adequate income …
Will I pay Capital gains Tax on my Inheritance?
In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types of assets inherited by a beneficiary that could be subject …
Time to consider green investing?
In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do to help. If you’d like …
Making sense of Medicare and your tax obligations
To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare levy as part of your income tax. While the low-income …
Is $1 million enough to retire on?
Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to leave work confidently and then live comfortably? Lately, we’ve been …
How to review your SMSF investment strategy
Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements include (but not limited to) the composition of …
How to overcome a financial setback
When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” For some people, keeping up with day-to-day living expenses …
Market and Economic overview
Australia Headline inflation rose slightly more than expected in the December quarter. Prices rose 0.7% over the three-month period, the fastest quarterly increase in three years. This took the annual …
Understand estate planning
What is estate planning? If you’ve got people in your life who you love and want to take care of, it’s wise to build an estate plan. This plan, which …
Sustainable investing – making money and doing good
There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply …
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Say goodbye to tax troubles
Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last-minute and longer-term tax hacks. Tax paperwork …
Changing money habits for good
Is sticking to a budget the money magic wand that can sort out your finances, once and for all? Discover what budgeting can and can’t do for you and how …
11 steps to financial independence for Australian women
Being financially independent is a mindset that many women are aspiring to, particularly those in relationships. While your job, or your partner’s career is secure today, tomorrow it could be …
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9 tips for a successful retirement
Despite the obvious benefits, only 44% of Australians over age 40 feel prepared for retirement. That’s why we’ve pulled together a nine-point retirement planning checklist to help make sure you’re …