How to stay on top of your tax even when markets move
It’s important to understand the tax implications of your investments especially when markets move up and down. Our five step end of financial year checklist will help keep you on…
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Planning for retirement? Start with these 5 steps
#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you hear the word retirement, what…
The best three ways to generate new business leads fast
While there are many different ideas about what it takes to grow a successful financial advisory business, there are three tried and true methods that seldom fail. 1. Client referrals…
The absurdity and calamity of US tariff policies
US tariffs are poorly designed, badly implemented and are already damaging both the US and global economies. The economic damage will only get worse as uncertainty further undermines business and…
Spouse super contributions – what are the benefits?
If your partner is earning a low income, working part-time, or currently unemployed, boosting their super could be a smart financial move for both of you. When your partner isn’t…
Protect yourself: Multi-factor authentication
Multi-factor authentication (MFA) is when you use two or more different types of actions to verify your identity and you may already be using MFA. For example, when you receive…
Navigating market volatility
Financial markets have been erratic lately, understandably causing some concern for those of us with super and investments. While dips and major market events are a common feature of investing,…
Federal Election 2025
During the Federal Election campaign, the Government made a number of election promises, which may impact your finances. There were also a number of support measures proposed in the recent…
Estate Planning and SMSFs
One of the main reasons an individual would use an SMSF is for estate planning as it can offer greater flexibility to beneficiaries than what is available via a public…
Economic update May 2025
Global Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust. The Volatility Index…
Am I too old to get a home loan?
One of a property lender’s most important jobs is to make sure a borrower can manage the typical home loan term of 30 years. This becomes even more critical from…
Three ways to plan for your 30s
Turning 30 is often accompanied by a degree of increased financial responsibility. It’s an important milestone that generally means you have a little more financial experience under your belt. If…