On Tuesday the 11 May 2021, the Treasurer handed down the Federal Budget for the 2021-22 financial year, focussing on job creation and measures to stimulate the economy.
On Tuesday the 11 May 2021, the Treasurer handed down the Federal Budget for the 2021-22 financial year, focussing on job creation and measures to stimulate the economy. We have…
With the indexation of the December 2020 quarter of the Average Weekly Ordinary Time Earnings (AWOTE), the various superannuation caps and thresholds are set to change from 1 July 2021.…
In signing off 2019 in our last newsletter, we were reasonably confident that although markets may continue to be volatile, we’d have some indication of market trends to help us…
On Tuesday 6 October 2020, the Australian Government handed down its Federal Budget with the focus on supporting individuals and businesses to stimulate growth in the economy through job creation…
Another reporting season has come and gone and this has not been like any others we have experienced in the last decade. Companies reported lower than normal profits, dividends were…
Did you know that superannuation regulations have changed quite a bit in the last few years? This article focuses on some of the superannuation changes that may be relevant to…
The Australian Government has made some announcements around a stimulus package to support the economy in these challenging times. It is important to understand how you could benefit from these…
The year 2019 has been one with two interesting halves. One half saw an increased economic activity after Central Banks introduced aggressive monetary policies in major economies such as the…
The global economy has seen some challenging times in recent months. We started off in July generally strong in markets across most asset classes but the last few months have…
The Reserve Bank Board has decided to lower the cash rate by 25 basis points to 1.25%. The Board was of the view that this will support employment growth and…
It’s the end of the financial year again, and we bring you some ideas to utilise to enhance your life goals and if you were to benefit from some extra…
The federal government handed down its 2019-20 federal budget last night. We look at some of the key relevant sections of the budget and how that impacts you. Personal Income…
I honestly couldn’t tell you how I got here - but I know I am. The year is almost over and another to begin (deep, I know!) As you can…
Spring is here! The weather is getting warmer, days are getting longer and the colder months are behind us. As we come out to enjoy the warmer months, it’s also…
Everyone has an amazing story! What could yours be...? Our Amazing Story... 18 months ago, we started this journey to work with young professionals to find the right balance between…
The federal government handed down its 2018/19 federal budget. We look at some of the relevant sections of the budget and how that impacts you. Tax plan The government is…
Share markets around the world have been extremely volatile these past months especially in the last quarter amidst fears of a trade war between the Chinese and U.S.. The U.S.…
It’s almost June 30, again – where there’ll be numerous articles on EOFY tips! Frankly, if you’re looking for these tips to maximise any form of tax benefits in 2018,…
Research from Core Logic suggests a decline in the national house prices in the month of February making it the fifth consecutive monthly decline. Judging from the rate of decline,…
What's happening in today's stock markets? Is it a correction or a recession? The dictionary defines a correction as "a change that rectifies an error or inaccuracy". But is this…
Anne:” I’m 35 years old, earning $200,000 pa. How much money do I need to maintain my lifestyle in retirement?” WP: It is interesting you mention retirement. It’d be important…
Dear young me, It’s Dec 2017 and the year is drawing to a close. This year has been one of mixed emotions! Exciting new adventures, scary health challenges and unsure…
What is your natural tendency to act on information? Are you inclined to jump to making decisions without all the facts or more inclined to continue seeking facts, even to…
Hang on a minute! I’m not going to bore you with topics such as – “Top tips for preparing for EOFY” “Tips for ….” You get my point. I’d like…
With the passing down of the budget, it is important to understand how these proposed changes will impact your individual circumstances. Below are some key highlights we believe will impact…
As the years go by, it is important to regularly pause to take stock and check in with ourselves to ensure that we remain on track with our personal and…
So the conventional theory has been, finish University, get a good job, buy the house and pay every cent you earn into it to reduce the debt! With interest rates…
Whenever you mention financial advice, many people make a comment to the effect of “you need to have money to see a Financial Adviser.” Consider your current situation at the…
I couldn’t stop laughing to myself or perhaps at myself when I thought about this article. Really, Andrew? Writing about this at this time of the year? Well…. YES! Let…
Investing in property or shares (growth assets) ultimately deliver high returns over the long term. But remember that these assets also carry greater levels of risk relative to investing in…
Friday evening after work in the beautiful Sydney city, the sun sets overlooking the Sydney Opera House and the weather is beautiful outside. So! What did we do? A group…
In the last decade, financial advice has become increasingly important in our lives more than ever before. The global recession and the current low growth environment experienced in most developed…
