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All
  • All
  • Home Loans
  • Lifestyle
  • Private Wealth
  • Real Estate
  • Tax & Accounting
  • Uncategorized
Private Wealth

Coming to terms with stagflation

First, we had to brush up our understanding of inflation and what it means for our hip pocket and our investments. Now the term stagflation is being thrown into the economic mix.

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Lifestyle

Time to adjust the goal posts

While the new financial year is a line in the sand that is important from a taxation perspective, it can also be a useful point to take a step back and take stock of the bigger picture – your personal and professional goals.

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Tax & Accounting

How to handle a tax debt

After taking a softly, softly approach with taxpayers during the pandemic, the ATO has made it clear it will start chasing taxpayers for their outstanding tax related debts.

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Private Wealth

A super window of opportunity

New rules coming into force on July 1 will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the tax-efficient superannuation system.

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Private Wealth

Your investing style – as unique as you

As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals.

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Private Wealth

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 estate or inheritance planning is rarely discussed by families. We find clients often avoid or simply put it in the ‘too hard basket’.

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Tax & Accounting

Tax Alert June 2022

With attempted GST fraud on the rise and certain family trust payments under a cloud, the tax regulator is stepping up scrutiny of more transactions.

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Tax & Accounting

A Super Ending To The Financial Year

As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time.

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Home Loans

How To Manage Rising Interest Rates

Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways.

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Private Wealth

The Road Ahead For Shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility.

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Private Wealth

Salary Sacrifice To Cut Tax And Boost Your Super

This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so you don’t pay more tax than required next financial year.

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Home Loans

7 Ways To Save Money On Your Home Loan

A home loan is one of the largest financial commitments you will ever make, as such, it is crucial to secure ways to save money where possible.

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