Claiming deductions for work-related expenses

In the process of preparing your tax return? Any potentially claimable work-related expenses? In this funny video, Jimmy Fallon talks to kids about what they think their parents do all day at work. Launch Video … [Read more...]

Retirement and changes to the Age Pension deeming rates

Retirement income can often come from several sources. In this article, given the low interest rate environment, we discuss retirement in general, and also changes to the Age Pension deeming rates. Read More … [Read more...]

Tax refunds: Low and middle income tax offset (LMITO)

With a recently legislated Bill, many of us may have seen or are expecting to see a larger refund or smaller debt regarding our 2018-19 tax return. In this article, we explore LMITO, and tax refunds. Read More … [Read more...]

Capital gains tax (CGT) animation

When disposing of an asset, you may find that you make a capital gain or loss. If you do make a capital gain, tax is generally payable. In this animation, we illustrate capital gains tax (CGT). Launch Video … [Read more...]

Super review checklist: Your annual super statement

As a super fund member, you will be receiving your annual super statement soon. In this article, we provide you with a helpful checklist for reviewing this important document. Read More … [Read more...]

Your personal finance skills: Practice makes….

When managing your personal finances, ‘practice makes perfect’. In this video by Dude Perfect, a few individuals show that anything is possible if you put your mind to it…and practice. Launch Video   This article appeared in our July 2019 newsletter. … [Read more...]

Consumer payments behaviour: How do you compare?

Australians tend to spend more on and around their payday (regular income payments), relative to their average level of daily spending. In this article, we explore consumer payments behaviour. Read More … [Read more...]

Keeping your balance animation

When making financial decisions, it’s important to take the time to consider your two self’s: your present self; and, your future self. In this animation, we illustrate this concept further. Launch Video … [Read more...]

1 July 2019: New financial year, new state of play

When it ticks over to a new financial year, often existing rates and thresholds increase, and new legislative instruments take effect. In this article, we discuss the state of play from 1 July 2019. Read More This article appeared in our July 2019 newsletter. … [Read more...]

Dream big: SpaceX’s Falcon Heavy rocket launch

“Shoot for the moon. Even if you miss, you’ll land among the stars.” (Norman Vincent Peale). In this SpaceX video, a Falcon Heavy rocket launches into space with a rather unique payload. Launch Video … [Read more...]