Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, itâs a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.Â
Whether youâre looking to grow your superannuation,...[Read More]
Understanding debt recycling â transform bad debt into good debt
15 May
Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Budget focuses on power bills, tax cuts and healthcare
27 March
FEDERAL BUDGET AT A GLANCE
* Budget deficit of $27.6 billion this financial year
* Commonwealth gross debt to rise to $940 billion (33.7 per cent of GDP) in 2024/25 before cracking $1 trillion the year after
* Net debt to rise to $556 billion in...[Read More]
âUnfair, unrealisticâ: young Aussies bear budget burden
27 March
Australian workers will be increasingly relied upon to prop up ballooning federal government spending, despite tax cuts handing back two years of bracket creep.
The âmodestâ cuts announced by Treasurer Jim Chalmers in the federal budget will...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey.Â
Whether itâs starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.Â
Navigating these transitions while maintaining a...[Read More]
Tax changes ruled out as treasurer launches food fight
23 January
The treasurer has poured cold water on any new taxes, saying Labor is focused on targeted cost of living relief.
Asked whether Labor would bring any new taxes to the upcoming federal election, Jim Chalmers said, âno, our focus is on the tax...[Read More]
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 youâre entitled to and work out your tax accurately.
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You can obtain shares through:Buying...[Read More]
Australia is waving goodbye to budget surpluses and returning abruptly to deficit, facing a $49 billion deterioration in the bottom line as per forecasts from leading economists.
The $15.8 billion surplus logged in the last financial year to...[Read More]
Supply the key to fixing housing, not taxes: Treasury
7 November
Treasury does not believe removing tax concessions for property investors would shift the dial for housing affordability, despite being asked to investigate the impact of the tax changes by the government.
The departmentâs secretary, Steven...[Read More]
Some tips to help grow your superannuation
31 October
Retirement is a period most people eagerly anticipate. Itâs that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses youâve been planning and have put...[Read More]
Stage three tax cut spending spree yet to surface
17 October
Tax cuts donât appear to be fuelling shopping sprees, with transaction data suggesting extra take-home pay is going towards staples and paying down debt.
Footy finals were the only bright spot in an otherwise glum September for spending, with...[Read More]
myGovID is changing to myID
10 October
Find out about the new name, whatâs changing and how it affects you.Soon, myGovID will be changing to myID. The app will have a new name and new look, but youâll continue to use it in the same way.
 What you need to...[Read More]
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]