If you're planning to sell property in 2025, a recent tax change could impact you if not managed correctly. Starting January 1, sellers must secure a clearance certificate from the Australian Taxation Office (ATO) to prove their tax residency status. This...
Retirement can feel like a shockwave, particularly if life’s circumstances or a redundancy means that you don't get to choose the timing. We outline below how to set up healthy habits and structures now and set out why having a financial adviser can help smooth...
Smart technology may be seen as something for the young, but older Australians have a lot to gain from the safety, convenience and enjoyment it can provide. Millenials and Gen Z grew up with screens in their hands. But it’s not just the young and savvy who are...
Retiring isn’t just a financial adjustment: it’s also a major social and psychological adjustment. We spend most of our lives at work, so it should come as no surprise that many people do most of their socialising in the workplace. A lot of our social connections...
The global economy is being shaped by conflicting triggers. These include productivity-boosting technology innovations, geopolitical tensions and the strident efforts of central banks to bring inflation under control. We examine the economic outlook and discuss the...
Co-contributions are a great way to save for retirement if you’re a low-income earner, as you can boost your super contributions using government dollars. If you meet certain criteria, you can make an after-tax contribution to your super account and the government...
Granny flats and multi-generational housing have garnered a lot of media attention lately as possible remedies for rising housing costs. Yet there are three important things you should know before you dive in. As cost-of-living pressures bite and family members...
With the end of the 2023/2024 financial year fast approaching now is a great time to review your superannuation contribution strategy. With only a few months to go before all superannuation contribution caps reset we interviewed a few of our financial advisers to...
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