Jan 6, 2021 | estate planning, Financial Literacy, Financial Planning, Superannuation, Uncategorised, wills
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the same degree of effort into planning for our deaths. It is not always a pleasant topic to think about, nor is it a commonly understood process. It is however a...
Dec 9, 2020 | Uncategorised
As most of us would be aware, Australia is prone to experiencing bushfires. Whether you’re travelling to, from, or within your holiday destination, we want you to have fun and enjoy your travels but to be safe at the same time. And while safety is paramount at any...
Sep 3, 2020 | Financial Literacy, Uncategorised
Financial literacy is having an understanding of money and finances and being able to apply that knowledge to make effective decisions. We believe the more people understand about the options they have, the better decisions they will make. As part of this commitment...
May 1, 2020 | Financial Literacy, Financial Planning, Taxation Planning, Uncategorised
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...
Apr 16, 2020 | Uncategorised
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...
Apr 16, 2020 | Age Pension, Centrelink, Uncategorised
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...
