partners for life
Wealth Creation
How Investment Property Gives You Tax Back
June 4th, 2024Sometimes, the path to financial independence can feel like a never-ending cycle of earning, saving, and spending, with tax time thrown in for good measure to add a few more hurdles. So how do you get out of the rut and realise the financial and lifestyle aspirations you have for yourself and your family? Investmentread more
MP+ Federal Budget Update 2024-25
May 15th, 2024The 2024-25 Federal Budget was handed down on Tuesday 14 May 2024 by Treasurer Jim Chalmers of the Albanese government. Mr Chalmers indicated a $9.3 billion surplus this financial year, following a $4 billion surplus last financial year. This is only the second consecutive budget surplus in two decades – however the likelihood is thereread more
Super Contribution Caps Set to Increase on 1 July 2024
April 17th, 2024As the end of the financial year approaches, Australians will soon have an opportunity to significantly boost their retirement savings thanks to the upcoming increase in super contribution caps, effective from 1 July. While there are a number of different routes through which you can add value and funds to your retirement, additional super contributionsread more
Overseas Retirement for Australians – How to Navigate New Horizons
February 21st, 2024Embarking on a new chapter in life, overseas retirement presents a unique opportunity for Australians to enjoy a newfound freedom and exploration. As Aussies leave the workforce, the allure of extended travels or even relocating abroad permanently to spend their post-career years requires a careful approach to planning, some parts of which aren’t present inread more
Aged Care Financial Advice (Part Two – Entering Residential Aged Care)
December 4th, 2023Whether for yourself or a loved one, making the decision to enter residential aged care is a significant step in life. The residential aged care system can be complex to navigate, and doing so without proper advice and planning makes it all the more difficult. In part one of this Aged Care Financial Advice series,read more
Aged Care Financial Advice (Part One – The Value of Advice)
November 17th, 2023If you’re getting older and your care needs are changing, it can be a stressful time for family and friends to help us access the support we need. On the other hand, you might be helping a parent or other elderly relative navigate the process of entering residential aged care and don’t know how toread more
Financial Advisers: Your Partners in Wealth (Part Three – Optimising Tax, Super, and Beyond)
November 1st, 2023In the first two parts of this series, we touched on the fact that the scope of a financial adviser's role has evolved beyond simply managing investments, now taking on a more holistic, comprehensive approach to serve the complex needs of clients. This evolution includes offering guidance on emotional financial decisions, like planning for Agedread more
Financial Advisers: Your Partners in Wealth (Part Two – A “Money Mentor”)
October 23rd, 2023In today's volatile markets, advisers play a crucial role in helping clients navigate not only the technical aspects of finance but also the emotional rollercoaster of investing, filling the role of a "money mentor". Unexpected events, such as the global COVID-19 pandemic, the Ukraine crisis, the US banking debacle, and surging interest rates, have repeatedlyread more
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