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When it comes to achieving your financial goals - whether it’s buying a home, growing your business, retiring comfortably, or simply feeling more in control - having a clear financial plan is essential. It’s not just for the wealthy or those nearing retirement. A financial plan is a tool that benefits anyone who wants to make smarter decisions with their money.
Here’s why having a financial plan matters and how it can make a difference to your financial wellbeing.
Read MoreHome owners hoping for rate relief in July may be disappointed, but it’s still possible to score a rate cut of your own by refinancing. Despite this, plenty of borrowers are sticking to an old loan – and it could be costing them.
Read MoreFinding 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 MoreAs 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 MoreThe 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 MoreFrom 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 MoreAs 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 MoreIn 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 MoreWith 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’.
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