Separation Planning: An adviser’s perspective

Few client meetings have been as challenging. After years of being happily married, Sarah and her husband decided to separate, and the story of her acrimonious divorce was certainly distressing.   It started with a chance meeting,…

Natural disasters and help with your tax

Now that we are into bushfire season, and even flooding events have already occurred, it is perhaps timely to be reminded that as well as the more obvious immediate devastation inflicted on people’s property, destructive events such as fires…

JobMaker hiring credit: What you need to know

The JobMaker Hiring Credit scheme was passed into law in mid-November 2020. JobMaker was part of the 2020-21 Federal Budget, and will operate until 6 October 2021. It is designed to improve the prospects of young individuals getting employment,…
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Getting a tax valuation from the ATO

Not every individual situation fits neatly with the tax laws as they stand — sometimes a taxable item’s known value (and therefore the tax that applies to it) may need to be determined. Many tax laws require the taxpayer to determine…

Juggling Credit Cards, Loans & Bills – Consider These 3 Moves

When money is tight, you can feel all sorts of different financial pressures. Whilst having loads of different bills is hard; those that attract interest increase the pain. When it comes to bills, many are unaware of different options available…

How to help your small business survive once JobKeeper ends

The JobKeeper wage subsidy has kept thousands of Australian businesses afloat, and their workers employed, through the worst of the COVID-19 induced economic downturn of 2020 but the scheme is scheduled to end on March 28, leaving many small…
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Your guide to buying an investment property in 2021

Almost one in two Aussies say that property is their first choice when it comes to investing but many feel overwhelmed by the number of steps required to purchase a property. Once you have saved up your deposit, here is a step-by-step guide…

How Much Do I Need to Retire?

Stay on track for retirement by knowing how much money you need at each age A key part of retirement planning is to answer the question: "How much do I need to retire?" The answer varies by individual, and it depends largely on your income…
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These 12 Habits Will Help You Reach Financial Freedom

Set yourself on the right financial path Achieving financial freedom is a goal for many people. It generally means having enough savings, investments, and cash on hand to afford the lifestyle you want for yourself and your family—and a growing…