Should You Downsize to Boost Your Super – Pros, Cons, and Tax Implications
The idea of downsizing can be very appealing to empty-nesters. There will be less cleaning, gardening and maintenance, more time for hobbies and travel, and the icing on
Debt: The Good, the Bad and the Ugly
The opinion of many people towards debt can be best summed up in the often quoted line from Shakespeare, ‘neither a borrower nor a lender be.’ Yet others will embrace
Smart Ways to Use Your Tax Refund This Year
You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refund, you’re not gett
Estate Planning for Blended Families – Proceed with Care
Estate planning can be difficult and stressful, but for blended families there’s an added overlay of complexity. According to the community demographic website, profil
Is Your Financial Strategy Still Working for You?
A financial strategy isn’t something you should set and forget. Life moves, circumstances change, the economy shifts, and what once worked may not be as effective as it
The World Is Your Market: Invest Like It
Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resilient when compared w
Quarterly Economic Update: April – June 2025
The June quarter of 2025 has been a rollercoaster for the financial markets. Investors and policymakers had to deal with a mix of good news and bad – on the one hand, i
Set Your Wealth Goals and Take Action
What does financial success mean to you? Is it tied to achieving lifestyle goals like caravaning around Australia or pursuing a hobby? Perhaps you have a more traditional
Super Contributions Explained.. Easily
The superannuation rules have become simpler and more generous over the years, but understanding what they mean for you can still seem confusing. Here is a simple explan