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Bushfires 2019–20

Devastating bushfires have impacted large parts of Australia since late 2019. If you live in one of the identified impacted postcodes, and don't want to think about tax, we've automatically deferred any lodgments or payments you…
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6 tips for investing in property

We are often asked if it is a good time to invest in residential property. Quite simply there is no yes or no answer to this question. The real question you need to ask yourself is, “is this the right time to invest in property for me?” There…
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Winning the debt war

The Australian Bureau of Statistics estimates that the average amount of money Australian households owe on mortgages, credit cards and personal loans combined is approximately $168,600 per household. In 2015-16 it was reported that the most…
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How much do I need to start investing?

Far from being the realm of the rich, building an investment portfolio is something that most people can do. It can start as a simple savings plan – a few dollars in the bank – before expanding into a diversified portfolio containing a…
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You CAN save one million dollars!

One of the most common questions I’m asked as a financial adviser is “will I have enough to retire?” It truly is the sixty-four thousand dollar question and if $64,000 was the answer, we’d all be on easy street! With so many variables…

You can't be a great investor if you are always looking back

This first month of this year is a little different as it marks the start of a new decade, which often brings with it new opportunities although this isn't always the case. So let me ask you - do you want this decade to be like the last…

A different way to help the grandkids

Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school fees. This can, of course, simply be done by making a contribution at the time the fees are…

Don’t wait until your 60s to see a financial adviser

Ask most 30 year olds who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they? Well, yes, people nearing or in retirement…
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Invest smarter

The golden rules of investing Smart investors don't rely on good luck; they plan, research and understand their investments and how these fit with their financial goals. Work out your financial goals If you're planning to invest, being…
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An SMSF trustee duty not to be forgotten: The investment strategy

The majority of people who set up their own SMSF say that "control" is a big reason for doing it. There is flexibility and benefits in running your own superannuation fund, but it is also a big responsibility to make sure your fund grows and…