Exploring and pursuing your goals and objectives

Marathon running and mountain climbing are often used as metaphors for other areas of our lives, whether it be personal or work-related. In this video, we see people pushing themselves to overcome internal and external challenges in the exploration and pursuit of their goals and … [Read more...]

Personal finance roadmaps and the age of distractions

In our daily lives, we are constantly confronted with consumer-based distractions of a predominantly ‘want purchase’ nature. As a result, staying on the path towards the achievement of your financial goals and objectives can sometimes prove difficult. In this article, we discuss this … [Read more...]

First home super saver scheme (FHSSS)

From 1 July 2018, the First Home Super Saver Scheme will allow eligible prospective first homebuyers to withdraw their voluntary superannuation contributions and, an amount of associated earnings, to assist with the purchase or construction of their first home. In this animation, we explore this in … [Read more...]

2018-19 financial year: Top 10 legislative updates

We are now into the 2018-19 financial year; there are several finalised (as well as pending) legislative updates that are due to take effect either from 1 July or later in the year. In this article, we briefly touch on the top 10 that may be relevant to your financial situation, goals and … [Read more...]

Edward (Ted) Martin

I have been a client of Stephen Mason (taxation) for over 20 years. After receiving a redundancy from my employer, I found myself wondering what my next step would be.  After an initial chat with Stephen, I found that all my worries had subsided. Something that was way too complicated for me … [Read more...]

What reality are you creating for yourself?

Beliefs on money are protective or liberating ideas, thoughts, or opinions that you hold about money. In this TED Talk, an inspirational individual, Isaac Lidsky, challenges us to let go of excuses, assumptions and fears, and accept the awesome responsibility of being the creators of our own … [Read more...]

Child care reform: The child care subsidy

From 2 July 2018, the Child Care Benefit and Child Care Rebate will be replaced with a new financial assistance payment for eligible families, the Child Care Subsidy. In this article, we explore the Child Care Subsidy in more detail regarding eligibility, payments and transitioning/claiming. Read … [Read more...]

Couple’s finances: Being in tune with one another

When managing your personal finances as a couple, it’s important to recognise and address any differences you may have regarding your beliefs on money and money personality. We discuss ways to help you in this space through the fostering of communication, mutual understanding and teamwork. Read … [Read more...]

Income protection insurance

Imagine being unable to work for a period due to a sickness or injury. How would you and your family cope financially and plan for the future? We illustrate the importance of Income Protection insurance with regards to protecting a vital resource – your income earning capacity. Launch video... … [Read more...]

EOFY planning tips: 3,2,1…. Lift-off!

The end of the financial year is nearly upon us. Where has the year gone? In this article, we discuss several end of financial year planning tips that you may wish to consider prior to 30 June – they may help in terms of minimising your tax liabilities and making the most of the money you … [Read more...]