Find out about obtaining shares and what tax deductions you can claim

16 January

You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately.   You can obtain shares through: Buying...[Read More]

5 simple things to do as you plan for the year ahead

2 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]

From passion to profit: small business ideas for every entrepreneur

26 December

Starting a small business is an exciting journey filled with opportunities to turn your passions and skills into a source of income and personal fulfilment.  Whether you’re seeking financial independence, looking for a flexible career path, or...[Read More]

Achieving your big picture

19 December

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Achieving your big picture

19 December

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Rethinking wealth: beyond money

12 December

In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]

The benefits of financial planning and personalised strategies

28 November

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as...[Read More]

New thinking about the concept of being wealthy

14 November

Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]

Children teaching their parents about investing

24 October

Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]

Property tax concession change talk sparks uncertainty

3 October

Property investors are anxiously awaiting any potential changes to tax breaks after a week of mixed messages on negative gearing and capital gains tax. Prime Minister Anthony Albanese has repeatedly insisted Labor has no plans to touch the tax...[Read More]

Property tax concession change talk sparks uncertainty

3 October

Property investors are anxiously awaiting any potential changes to tax breaks after a week of mixed messages on negative gearing and capital gains tax. Prime Minister Anthony Albanese has repeatedly insisted Labor has no plans to touch the tax...[Read More]

PM bats back questions over curbing property tax breaks

26 September

The prime minister has swatted away questions about curbing property tax breaks after reports of secret modelling. The federal government has sought advice from Treasury on scaling back negative gearing and capital gains tax concessions, according...[Read More]

The Value of Seeking Financial Advisers: Long-Term Success through Expertise

19 September

Financial planning is a journey that requires patience, discipline, and strategic thinking. While many investors are tempted by the allure of quick profits, the value of working with a Financial Adviser lies in their ability to help clients maintain...[Read More]

Renovations to add value when flipping houses

16 May

If you’re investing in real estate for resale, you need to know what types of renovations to prioritise. This can help your property create some buzz in the market, with a price you can easily justify to serious buyers.   Struggling with what...[Read More]

Maximising space and value: Top 10 home renovation tips

18 April

Renovating your home to increase space and add value requires strategic planning, creativity, and a focus on key areas that potential buyers or valuers find appealing.    Here are the top 10 tips to guide you through this process:   Plan and...[Read More]