What to consider when withdrawing your super early
As the COVID-19 virus took a sledgehammer to the economy, the federal government rapidly introduced a range of initiatives to help individuals who lost income as a result of the measures taken to control the virus. One of those initiatives was to allow qualifying...
read moreSimple money mistakes – and how to fix them!
The world is constantly dangling temptations before our eyes, and it’s never been easier to buy stuff, even if we don’t have the money. The upshot is that we are all susceptible to making some basic financial errors. Individually, these mistakes can be small....
read moreYour health and wealth during the COVID-19 pandemic
There isn't a single person in the world who hasn't been impacted by COVID-19. As new case numbers start to slow in Australia, so too is our economy. This time presents new challenges as everyone gets used to a "new normal" and figures out the best way to weather the...
read moreTime to think about End of Financial Year opportunities
Here are some key opportunities to consider leading up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time think about actions you could be taking before 30 June to build wealth tax-effectively. As per previous EOFYs, key...
read moreYour health and wealth during the COVID-19 pandemic
There isn't a single person in the world who hasn't been impacted by COVID-19. As new case numbers start to slow in Australia, so too is our economy. This time presents new challenges as everyone gets used to a "new normal" and figures out the best way to weather the...
read moreProfession of Independent Financial Advisers and New Financial Adviser Standards
Profession of Independent Financial Advisers and New Financial Adviser Standards We have some great news that we’d like to share with you. We are proud to announce we have accepted an invitation to be admitted into the Profession of Independent Financial Advisers....
read morejobkeeper key facts & deadlines – Update
I’m sure you are aware of the recently announced JobKeeper wage subsidy scheme and many employers may have already registered their interest via the ATO’s website. In the last few days, the Legislation has passed, the Treasurer has authorised the Rules, and the ATO...
read moreAre you eligible for a Centrelink concession card?
Retirees have access to a range of concession cards, and some can access more than one card at the same time. These cards offer a variety of concessions to the card holder. Benefits can include medicines being available at a lower cost under the Pharmaceutical...
read moreJobKeeper payment
You, or someone you know, may have had a change in circumstances and may need support. We have put together some information to help you navigate these uncertain times and to answer some frequently asked questions. Q: What is JobKeeper? The JobKeeper payment is a...
read moreThe value of financial advice is keenly felt in tough times
It’s a difficult time. Between see-sawing markets and a concerned community, it’s clear we’re dealing with a changed world and one in which financial advice has a new sense of urgency for many. While there’s no way of knowing how long the uncertainty will last, we do...
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