Some five years ago, my husband and I took a realistic look into our financial situation - which had very limited growth. On advice from a family member, we contacted Mr Stephen Mason, an accountant and financial advisor of Customised Financial Planning at Engadine. He has been in the both the … [Read more...]
posted on August 20, 2018 by
Palliative care: Facing mortality with care and support
For many of us, we may associate palliative care with aged care; however, in reality, it’s for anyone with a life-limiting or terminal illness. In this deeply moving Ted Talk, Lucy Kalanithi shares ... Launch Video … [Read more...]
posted on August 20, 2018 by
Tax refunds and investing in yourself
“The most important investment you can make is in yourself.” (Warren Buffett). In this article, we explore this quote within the context of helpful spending suggestions for making the most of your... Read More … [Read more...]
posted on August 20, 2018 by
Super engagement: Your annual super statement
Super will be one of the biggest financial assets that you will ever own in your lifetime. Despite this, some of us find it difficult to actively engage with our super – often only doing so upon rec... Read More … [Read more...]
posted on August 20, 2018 by
Life insurance
Thinking about your own mortality can be both daunting and confronting as it’s often far removed from the expectations of how you see your life panning out, i.e. living to a ripe old age. In this an... Launch Video … [Read more...]
posted on August 20, 2018 by
Deductions and work-related self-education expenses
Each year, the ATO releases guidance on what they will be closely monitoring when tax returns are lodged. Claiming deductions for work-related self-education expenses is a regular area of focus for th... Read More … [Read more...]
posted on July 17, 2018 by
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...]
posted on July 17, 2018 by
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...]
posted on July 17, 2018 by
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...]
posted on July 17, 2018 by
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...]
