2020 ‘mini-budget’: An economic & fiscal update

The Treasurer delivered a ‘mini-budget’ on 23 July 2020—an economic and fiscal update. In this article, we provide a summary of the update, inclusive of the main personal finance-related points. Read More … [Read more...]

The three-bucket approach animation

When it comes to mitigating retirement-related risks, and providing for your retirement lifestyle, there can be several strategies employed. In this animation, we illustrate the three-bucket approach. Launch Video … [Read more...]

Super engaged & well-informed: Annual statements

The receipt and review of your annual super statement can assist you to stay actively engaged with, and well-informed on, your super. In this article, we provide a review checklist to help with this. Read More … [Read more...]

Deductions & work-related home office expenses

According to recent ATO data, for the 2017-18 financial year, 8,950,205 individuals claimed $2,424 on average in work-related expenses. In this article, we discuss work-related home office expenses. Read More … [Read more...]

Tax refunds: Your vision & investing in yourself

If you have received, or are expecting to receive, a tax refund this year, consider how it can be put to good use. In this motivational video, Tom Bilyeu talks on making your vision a reality. Launch Video … [Read more...]

Working during retirement and the Work Bonus Scheme

When looking at long-term data, the workforce participation rate of those aged 65 and over has steadily risen over the years. In this article, we discuss working during retirement and the Work Bonus. Read More … [Read more...]

Aged Care: Commonwealth Home Support Programme

From a care needs perspective, it’s vital to consider the retirement chapters we will move through, and plan accordingly. In this animation, we illustrate the Commonwealth Home Support Programme. Launch Video … [Read more...]

Invalid wills, passing away intestate, and intestacy rules

One of the most important things we can do prior to our passing is to ensure we have a valid will in place. In this article, we provide an overview of various intestacy rules that exist in Australia. Read More … [Read more...]

Update: Improving flexibility of super for older Australians

In the 2019 Budget, the Government announced their intention to provide more flexibility for older Australians to contribute to super. Accompanied by a clever Volvo video, we give an update on this. Launch Video … [Read more...]

EOFY planning tips: Give your finances a boost

With the end of financial year on the horizon, it’s important to review areas of our personal finances, and take action if required, before 30 June. In this article, we discuss EOFY planning tips. Read More … [Read more...]