Direct shares or managed funds: What is the difference?
6 August
Investing can take many forms, but two of the most common approaches are buying shares directly or investing through a managed fund. Both can provide exposure to investment markets, yet they differ in how they are owned, selected and...[Read More]
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead.
Looking back to when I first started work,...[Read More]
Treasurer moves to fix ‘widow’s tax’ after backlash
6 August
The government is moving to fix its so-called “widow’s tax” following criticism its tax reforms denied Australians who inherited an investment property from their partner access to negative gearing concessions.
The fix is part of a raft of the...[Read More]
Hot topics in commercial property and why advice is important
23 July
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand.
Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Top 5 tips to help you take control of your finances
23 July
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals.
Whether you’re starting from scratch or building a nest egg for something big — a...[Read More]
Young investors bet the house on dialling up their risk
23 July
Lofty stock valuations and the biggest investment tax shake-up in decades don’t appear to be impacting the risk appetite of young Australians, according to investing platforms.
This cohort is increasingly turning to investing to save for their...[Read More]
Perception of wealth: The importance of holistic well-being in defining prosperity
16 July
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]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
Family affair: investor tax changes spawn new tactics
9 July
A 1950s red brick walk-up in southwest Brisbane is a window into how the federal budget is reshaping the property market.
Marketed as “the ultimate set-up for multi-generational living”, the three-unit apartment block in Oxley has bucked the...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Pledge to fix ‘widow’s tax’ on investment properties
1 July
Treasurer Jim Chalmers has promised to fix laws imposing a so-called “widow’s tax” on investment properties, without providing details on how he will close the loophole.
The issue, which relates to investors with jointly owned properties...[Read More]
Tax changes spark house listings boom but fewer rentals
18 June
Investors are prematurely offloading their properties before tax changes even hit the market, resulting in a listings boom but fewer rentals.
Rental listings across the country have shown large annual falls, with the steepest downturn so far in...[Read More]
CGT share changes will ease home prices, treasurer says
18 June
Controversial tax changes for shares and businesses will prevent more money from being funnelled into existing homes, Treasurer Jim Chalmers claims.
Businesses have been relatively receptive to Labor’s decision to wind back tax breaks for property...[Read More]
Nation-first stamp duty cut gains federal endorsement
18 June
State governments have been encouraged to follow the lead of the ACT and abolish stamp duty, but it’s unlikely to happen without Commonwealth support.
ACT Treasurer Chris Steel announced all first home buyers would be exempt from paying stamp duty...[Read More]
