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...]
posted on June 4, 2018 by
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...]
posted on June 4, 2018 by
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...]
posted on June 4, 2018 by
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...]
posted on June 4, 2018 by
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...]
posted on June 4, 2018 by
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...]
posted on April 27, 2018 by
Retirement living: How much is enough? (It depends)
The Association of Superannuation Funds of Australia (ASFA) provides a regularly updated guide as to what it may cost to fund your retirement in the post-work years, depending on your age, marital status and lifestyle. We drill further down into the detail and provide some useful insights. Read … [Read more...]
posted on April 27, 2018 by
Debt management
Debt can come in many forms. However, despite their differences, they often have a common feature – you borrow a sum of money and repay it over time, with interest. In this animation, we explore the importance of appropriate debt management. Launch video... … [Read more...]
posted on April 27, 2018 by
What’s Environmental, Social & Governence investing?
An emerging preference over the last few years has been the desire by some investors to align their investment values with their personal values. In this article, we highlight some of the finer details relating to Environmental, Social and Governance (ESG) investing. Read more... … [Read more...]
posted on April 27, 2018 by
Trolleyology: How supermarkets influence your buying
Have you ever compared your shopping list to the items listed on your receipt when you get home? Very rarely are they the same. Part of the reason for this is the fact that supermarkets are often specifically designed to influence your buying. We take a closer look at this – some of the tactics may … [Read more...]
