Money and Life
Monthly Economic Wrap – January 2023
27 January
This month: In their latest annual report, the World Bank, which lends money to poorer countries for development projects, said it had slashed its forecast for global growth this year by nearly half, to just 1.7%, from its previous projection...[Read More]
5 Things to do as you plan for the year ahead
19 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Helping kids with living expenses
12 January
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]
Monthly Economic Wrap – December 2022
19 December
This month: Interest rate hikes continues to take place, with Central Banks continuing their march higher. The Reserve Bank of Australia raised interest rates by another 0.25% in early December and the US Federal Reserve is expected to again...[Read More]
Monthly Economic Wrap – November 2022
28 November
This month: Central banks continue to drive interest rates higher, as inflation remains stubbornly high. While the RBA has eased up a little by raising rates by only 0.25% for each of the last two months, the U.S. Federal Reserve is still...[Read More]
Will you be able to live the retirement lifestyle you want to?
25 October
Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so...[Read More]
Monthly Economic Wrap – October 2022
26 October
This month: The Fed continues to raise rates and the hawkish rhetoric is unchanged, with no indication that the Fed will pivot anytime soon. Interestingly, post the end of the quarter, the RBA only raised rates by 0.25% in October, which came...[Read More]
Living the good life
27 September
With inflation rising and the cost-of-living soaring, many of us are looking at ways we can reduce our outgoings and live a little more prudently. Watch the cents and the dollars will take care of themselves, the old adage goes. And, with the cost...[Read More]
It’s green, but is it a good investment? Here’s how to know
27 September
Investment managers analyse green investments against a range of benchmarks, but it boils down to three things, says Regnan’s Maxime Le Floch. For professional investors ESG benchmarks are now integrated into regular decision making. For...[Read More]
Monthly Economic Wrap – September 2022
27 September
This month: As far as economic trends go, little has changed from last month. The RBA and the Fed have continued to raise rates, the hawkish rhetoric is unchanged and there is still no sign that either the RBA or the Fed will pivot anytime...[Read More]
OakWealth Federal Budget Update 2022
28 April
This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help more people into homes. Note: These changes are proposals only and may or may not be made law. Summary Personal...[Read More]
Your Invitation to WealthBeing #9: “Trust your instinct” – In conversation with Sir Frank Lowy AC
19 November
Welcome back to the WealthBeing series, where we aim to bring you quality opportunities to further your knowledge of the world of finance and investment and connect you to great content on lifestyle and general wellbeing. In this instalment of...[Read More]
Smart Super Strategies for EOFY 2019
14 June
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to your super – and claim a tax deduction If you contribute some of...[Read More]
Tax Alert: Division 293 Assessments
25 February
The ATO is issuing Division 293 assessments for liabilities arising in the 2018 income year, requiring additional tax to be paid by affected individuals. Division 293 imposes an additional 15% tax on certain concessional superannuation...[Read More]