2024-25 Federal Budget Summary for you
The Federal Treasurer, the Hon Dr Jim Chalmers MP, has delivered his third Federal Budget. Note: These changes are proposals only and may or may not be made law. You
May 15, 2024
Financial Literacy
How to Ensure Your Savings Benefit Your Loved Ones
Most of us work hard to save for our retirement, and thanks to tax concessions and compulsory contributions, superannuation often forms a large part of retirement savings. But it’s essential
April 17, 2024
Avoid passing bad money habits on to your kids
Generally speaking, we Australians are pretty financially savvy, that is, we understand the how and why of effectively managing our money. Unfortunately, that doesn’t mean we’re actually putting that know-how
March 22, 2024
Changes to tax cuts from 1 July
The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things you may wish to
February 28, 2024
Review of 2023 and a look at 2024
The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats but not as bad as feared; and
January 5, 2024
Next episode in our Financial Literacy Education Series has been released.
We are proud to announce the next episode in our general Financial Literacy Education Series is now available. Episode 14 – Key issues for 20-35 year olds. Click Here to
December 11, 2023
Next episode in our Financial Literacy Education Series has been released.
We are proud to announce the next episode in our general Financial Literacy Education Series is now available. Episode 12 – Aged Care. Click Here to check out the whole
November 27, 2023
Breaking the silence: The challenges of being a carer
Caring for a loved one can be deeply fulfilling but brings its fair share of challenges too – as Laura discovered. When her mother Shelly had a stroke, she
November 21, 2023
Super vs mortgage: which is best?
It is worthwhile revisiting the trade-off between paying off the mortgage quicker and investing more in super for retirement. Background While many people wait until their home loan is paid
November 9, 2023
The 9 golden rules of investing
While markets are performing well it’s easy to sit back and watch investments rise in value. However it’s a different story when markets are not performing so well and uncertainty
October 20, 2023
Interest rates, bonds and term deposits
Over the past few years we have seen a significant shift in the current interest rates and expectations for future interest rates. The impacts have been far reaching – from
October 5, 2023
Are we jeopardising the bank of Mum & Dad?
The temptation is obvious. Soaring house prices have made buying a home tough for most home buyers and prompted many parents to think they should step in and make a
September 21, 2023