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Top 5 tried-and-tested tax planning strategies for small businesses
19 June
Every dollar counts in business, especially for small enterprises. Therefore, you need to find ways to minimise your tax liability in addition to optimising income or profit. With a small business tax planning strategy, you can increase profits...[Read More]
Preparing your home for sale – things to consider
19 June
Preparing your home for sale in Australia requires a mix of strategic planning, maintenance, and marketing savvy. The process is a multi-faceted journey that encompasses both practical and aesthetic elements. Taking the time to optimally prepare...[Read More]
Helping kids with living expenses through early training
19 June
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]
Deceased estates: navigating a difficult time with legal support
19 June
Losing a family member or loved one is one of life’s most challenging experiences. Managing the legal and administrative responsibilities of a deceased estate can feel overwhelming amid the grief and loss. Ensuring that your loved one’s...[Read More]
International destinations retirees should have on their bucket list
19 June
If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]
End of Financial Year: a time for reflection and new opportunity
12 June
Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin. While for some, it...[Read More]
What is ethical investing, how do I do it?
12 June
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay. People have become...[Read More]
The top 5 places to visit in Australia for retirees
12 June
Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime. If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]
Teaching kids about money at different stages in their lives
12 June
It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]
Protecting your future: the importance of life and income insurance and the value of qualified advice
12 June
When we think about financial planning, we often focus on budgeting, investing, and saving for retirement. But what about protecting the very income that allows us to build those savings in the first place? Life and income protection insurance are...[Read More]
Mastering the art of asking favours
5 June
Asking for a favour is a delicate art that, when done correctly, strengthens relationships and builds trust. However, when approached poorly, it can strain even the strongest of connections. Whether within families, friendships, or professional...[Read More]
EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]
What is the right amount of life insurance coverage: the role of a financial adviser
5 June
Life insurance is a crucial financial tool designed to provide financial security to your loved ones in the event of your passing. However, determining the right amount of coverage can be challenging, as it depends on various factors such as...[Read More]
Your winter home maintenance checklist
5 June
While winter in Australia may not be as harsh as in other parts of the world, it’s still essential to keep your home in tip-top shape during the colder months. So, if you need a handy winter home maintenance checklist, this is for you. Use...[Read More]
End of financial year tax and super strategies: what you need to know
29 May
As the end of the financial year (EOFY) approaches, it’s an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective...[Read More]