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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

“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...]

Several changes are coming to superannuation, and action may be required on your part prior to 1 July 2019. In this article, we discuss the recently legislated Protecting Your Superannuation Package. Read More … [Read more...]