Making a super split
Apr 15 2021Separation and divorce can be a challenging time, often made all the more difficult when you have to divide your assets. So how do you go about decoupling your superannuation?
Weighing up the costs and benefits of an SMSF
Apr 15 2021For many people, the idea of managing and investing your own retirement savings is very appealing. But there is ongoing debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund?
Market Snapshot: March 2021
Apr 15 2021In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for March 2021.
Bonds, inflation and your investments
Apr 15 2021The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday barbecue, but it has set pulses racing on financial markets amid talk of inflation and what that might mean for investors.
Stay safe from scams
Apr 13 2021As we approach tax time, we also head into the season where scammers increase their activity – that is, looking to hoodwink small business and individuals alike. Scammers are becoming increasingly sophisticated, so it pays to be aware of what is real and what is fake.
Good records the best defence when the Tax Man knocks
Apr 13 2021As the Australian Taxation Office (ATO) turns its attention to businesses and individuals who have used COVID-related support programs, many taxpayers are likely to find themselves on the tax man’s radar.
Indexation brings changes to superannuation caps from 1 July 2021
Mar 15 2021From 1 July 2021, the concessional and non-concessional caps are scheduled to increase.
There's more than one way to boost your retirement income
Mar 15 2021After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health costs later in life. But this cautious approach also means many retirees are living more frugally than they need to.
Love and Money: Achieving Financial Harmony
Mar 15 2021Given that money has the potential to be a source of conflict in relationships, it’s a now a good time to get in sync to ensure you are on track to achieving financial harmony.
Market Snapshot: February 2021
Mar 15 2021In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for February 2021.
Avoid the rush: Prepare your business for June 30
Mar 15 2021As the economy begins to get back on its feet, it’s time to get your business back on track and start preparing for this year’s tax time.
Give your finances a shake out
Mar 15 2021Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some of your own financial baggage.