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The 2025-26 Federal Budget's economic impact
Key points Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. While the...
5 days ago6 min read
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Goldilocks stayed for 2024, but what's in store for investors in 2025?
Key points - The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but...
Dec 10, 20248 min read
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Reasons to be cheerful... 3 key ways a financial advisor can help you feel better about your finances
Advice can play a critical role in helping Aussies manage financial stress When it comes to financial advice, there’s a common...
Oct 16, 20244 min read
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Is now a good time to refinance?
Inflation seems to be headed in the right direction, but Reserve Bank of Australia Governor Michele Bullock says a near-term cash rate...
Sep 3, 20243 min read
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Mortgage versus super - a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their attention to
Sep 3, 20245 min read
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Intergenerational wealth - conflicting priorites for older Australians
For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about
Sep 3, 20242 min read
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Why super and growth assets like shares really are long term investments
Why super and growth assets like shares really are long term investments
Sep 3, 20246 min read
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7 ways to save this Father's Day
You don't need to break the bank to let Dad know you love him.
Aug 28, 20243 min read
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5 ideas to boost your property value
There are many reasons to consider renovating, from making your property more liveable to driving up its market value and increasing the...
Jun 4, 20243 min read
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Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed,...
Jun 4, 20243 min read
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A will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet...
Jun 4, 20243 min read
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Yours, mine and ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A...
Jun 4, 20243 min read
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7 ways to get ready for tax time
The end of financial year on 30 June 2024 is fast approaching so here’s a quick checklist to help you prepare in advance and maximise...
May 23, 20243 min read
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The economic impact of the 2024 Federal Budget
The 2024-25 Budget - another surplus, but bigger medium term deficits with big spending, including on a "Future Made in Australia"
May 15, 20246 min read
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How to boost your retirement savings as super and tax laws change
If you’re looking to maximise your superannuation, it’s a good idea to be up to speed on any legal updates that could affect the super...
Apr 16, 20243 min read
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Is the refinance boom over?
In 2023, the cashback craze was on steroids. Lenders vying for refinancing business were offering sweeteners of $5,000 or more to...
Mar 6, 20242 min read
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The Global business risks for 2024 - Navigating the new normal
In the ever-evolving landscape of global business, staying ahead of potential risks is paramount for companies of all sizes. As we dive...
Mar 6, 20243 min read
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3 ways your retirement income can shrink and what you can do about it.
Here's what you can do to help you make the right choices and enjoy your retirement. Three common income shrinkers and how you can avoid...
Mar 6, 20243 min read
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Is 'keeping up with the Joneses' holding you back?
These days, the phenomenon of keeping up with the Joneses is more pervasive than ever. The constant bombardment of images from...
Mar 6, 20243 min read
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