Category Archives: Financial Tips

Foundations of a wealthy lifestyle

The next generation of investors are here and they’re keen to take on life and begin their journey toward financial security. This article explores several proven tips for laying the foundation for a wealthy future.   A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years […]

5 tips to protect yourself from being scammed

Financial scams are on the rise with thousands of people falling victim every year. This article discusses the many different types of scams to be aware of and what to do if you think you have become a victim. In 2020 Australians reported over 7,000 investment scams to Scamwatch, well up on the 5,000 reported […]

Quarterly Economic Update

Quarterly Economic Update April – June 2021 With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter. Employment surprise JobKeeper was a cornerstone of […]

EOFY is coming – have you thought about these things?

Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income, or you’re on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time. Read this article to finish this financial year on the right foot. The end of another […]

Salary sacrificing is not just about super

Most employees believe that salary sacrificing is confined to making contributions to super but there are opportunities to use it in other ways to reduce tax. This is an introduction to a complex topic that recommends professional advice. When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. […]

The greatest challenges facing future retirees

Will you retire with enough money in your super fund? This article explains the challengers that today’s accumulators face in order to reach their retirement goals. Housing affordability, low interest rates, pandemics, through to an aging population and pressure our welfare system are all key points covered in this thought-provoking article. Most working Australians aspire […]

2021 Federal Budget Highlights

Greater flexibility for older Australians to boost superannuation, continued support for small business, and extra help for struggling homebuyers are key drivers in the Federal Government’s 2021 Budget, designed to steer Australia away from a pandemic recession. Retirement savings proposals Australians aged 67 to 74 will no longer need to satisfy the ‘work test’ requirements […]