Finding the property that’s right for you and your budget is an exciting milestone! But what happens next? We explain how to make an offer and seal the deal.
Read More
As tax season rolls around, the ATO is sharpening its focus on common areas where taxpayers tend to push the boundaries (sometimes unknowingly). From overstated deductions to unreported side income, here are five key areas under close scrutiny this year.
Read More
The death of a loved one is challenging, and the financial implications can often add further stress during this difficult period. In Australia, managing superannuation death benefits involves specific processes designed to streamline withdrawal and provide clarity for beneficiaries. Understanding these steps can significantly reduce complexity and accelerate the process, allowing beneficiaries quicker access to vital funds.
Read More
From 1 July 2025, interest charges on overdue tax debts will no longer be tax-deductible, marking a significant shift in the ATO’s approach to late payments. This article explores what the change means for taxpayers, the rationale behind it, and how individuals and businesses can prepare before the deadline hits.
Read More
As you approach retirement, your investment strategy must evolve. This article explores how asset allocation should shift with age to balance income needs, longevity risk, and capital protection.
Read More
In May, Australian and global markets rebounded strongly on easing trade tensions, solid earnings & improving inflation data. The RBA cut rates again, boosting local equities, while global stocks rose on soft-landing hopes. Bond yields climbed on fiscal concerns, and commodities saw mixed results. Emerging markets outperformed, and the AU dollar benefited from a weaker US dollar.
Read More
With winter temps falling, chances are your power bills will rise. This helps explain why buyers are willing to pay 14% extra for energy-efficient homes on average. Here’s how to give your place a ‘green premium’.
Read More
Australian borrowers have received another reprieve with the Reserve Bank of Australia (RBA) today cutting the cash rate by 25 basis points to 3.85%. How much could this decrease your monthly mortgage repayments?
Read More
Effective tax planning ideally happens year-round, but if you're like most people, there are always a few things you can tidy up as the financial year draws to a close. Here's your quick guide to ensure you're prepared:
Read More