The challenges and opportunities that are faced by families with significant wealth often be...
From Debt to Growth: Building Wealth Beyond the Mortgage
From Debt to Growth: Building Wealth Beyond the Mortgage In my last column, I...
Make your mortgage your best investment
Weather central banks are talking interest rate cuts or hikes, it’s still vital to...
Gearing in Super
With much debate at the local Sunday BBQ around the ever-changingrules around super I...
Quarter-End Market Commentary | January, 2024
Overview 2023 was a strong year for most asset classes. Equities...
AT A GLANCE: FEDERAL BUDGET SUMMARY 2024
Below are the Budget proposals summarised for your convenience: Energy bill relief. All...
ECONOMIC UPDATE – JULY 2023
Key points: – Despite inflation peaking markets are pricing in more interest rate hikes...
SIMPLE TAX TIME TIPS
Figure out which method is best for you When claiming working-from-home expenses, it’s all...
ARE ELECTRIC CARS WORTH IT?
The advantagesAlthough petrol cars still currently dominate the market, it’s predicted that EVs will...
ECONOMIC UPDATE – JANUARY 2023
In this month’s update, we provide a snapshot of economic occurrences both nationally and...
ECONOMIC UPDATE AUGUST 2022
In this month’s update, we provide a snapshot of economic occurrences both nationally and...
Smart super strategies to consider before the end of the financial year.
1. Add to your super – and claim a tax deduction If you contribute...
ECONOMIC UPDATE MAY 2022
KEY POINTS: – US Fed talks of bigger and quicker rate increases than recently...
Economic Update April 2022
n this month’s update, we provide a snapshot of economic occurrences both nationally and...
Federal Budget Summary2022
TAXES • Temporary reduction in the fuel excise – one of the first announcements...
Market Volatility & Europe
WHY HAS RUSSIA INVADED UKRAINE? Russian President Vladimir Putin’s main motive for launching the...
Economic Update – February 2022
KEY POINTS A month of elevated market volatility US Fed plans dominate market sentiment...
What is inflation and what does it mean for 2022 ?
As the global economy recovered from its COVID-related lockdowns last year, there was a...
Economic Update – January 2022
KEY POINTS: The Omicron variant displaces Delta – not as debilitating – but a...
ECONOMIC UPDATE JULY 2022
THE BIG PICTURE After a pretty miserable financial year for 2022 in most major...
How will our children ever afford to buy a home?
It’s a discussion we have everyday in our review meetings with our clients, how...
Economic update – November 2021
Key Points Australian inflation above 2% US Federal Reserve set to act on inflation...
Economic update – October 2021
Key Points Share markets pull back from peaks China and the Evergrande situation develops...
What is MySuper and what does it mean for me?
On 31 August, the Australian Prudential Regulation Authority (APRA) released results for the first...
Economic update – September 2021
Key points US Fed likely to start tapering its $120 Bn per month bond...
Estate Planning – Superannuation
So here is the bottom line: Estate assets will pass under the terms of...
Carry forward your unused contribution caps and catch up on your super savings
Topping-up your super can become a tax-effective way to provide you with an income...
Property update – August 2021
Australian housing values increased a further 1.6% In July, according to CoreLogic’s national home...
Economic update – August 2021
Key points Despite some key economies reopening, the Delta variant of COVID 19...
Property update
National home values rose 1.9% in June, taking annual growth to 13.5% for the...
Economic update – July 2021
Key points More vaccination confusion leading to increased political tension between the states and...
Economic update – June 2021
1. Make sure you have lodged your 2020 tax return There are a number...
Tax time tips for 2020/21
1. Make sure you have lodged your 2020 tax return There are a number...
Actions you can take this World Environment Day
Feel like you’re doing your bit for the environment by recycling your newspapers and...
Economic update – May 2021
Markets reach new highs US economy remains very strong supported by massive stimulus spending...
At a glance: Federal Budget Summary 2021
Federal Budget Summary 2021 Taxes The Stage 3 personal income tax cuts will proceed...
Property update – May 2021
Australian Property, Investors are back Australian housing values lifted by 1.8% in April according...
Property update – April 2021
CoreLogic’s national home value index recorded a 2.8% rise in March, the fastest rate...
Economic update – April 2021
Vaccination nationalism! US COVID-19 infection rate starts to climb again despite vaccine rollout US...










