Regardless of your age, one of the ways to help you grow your wealth and prepare for retirement is to take an active interest in your super sooner rather than later. A good place to start is with some simple housekeeping. If you have multiple super accounts weigh up the pros and cons and consider … [Read more...]
posted on October 24, 2016 by
Appointing an executor
In drafting your Will, there’s an important part where you have to nominate who you would like to administer your estate in the event of your passing. It is important to appoint an Executor that you feel comfortable with and who you believe holds the necessary skills to handle the responsibilities … [Read more...]
posted on October 24, 2016 by
A family who talks about money
In our busy lives, talking about money matters with our family may prove to be a daunting and sometimes emotional subject, especially around the dinner table. However, avoiding these often difficult conversations may have several drawbacks in the future. Read more... … [Read more...]
posted on September 22, 2016 by
Inside the mind of a master procrastinator
Have you ever been in a situation where you had a personal or work deadline and instead of sticking to your schedule you got side-tracked? For some people procrastination can also play a part in how they approach their personal finances. We hope you enjoy this funny and insightful talk. Launch … [Read more...]
posted on September 22, 2016 by
REITS what are they and how do they work?
When most people think about investing in property they tend to think about residential homes or commercial properties such as shops, offices or industrial buildings. But there is another way to invest in property through listed property securities often referred to as Real Estate Investment Trusts … [Read more...]
posted on September 22, 2016 by
Why are interest rates so low?
With the Reserve Bank of Australia cutting the official cash rate in August for the second time in 2016, the official cash rate in Australia now sits at a record low 1.5%. Learn more about why cash rates have reached this level and what it may mean for you. Read more... … [Read more...]
posted on September 22, 2016 by
Liquidity – What does it really mean?
Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market to meet a sudden demand? The effort it takes to convert an asset into cash can vary widely. Launch video... … [Read more...]
posted on September 22, 2016 by
7 things to consider before you renovate
Are you planning a renovation? Renovating a property is more than just a pure financial decision. It can have significant implications not only for your cash flow, but also for your lifestyle. So before you get going, take stock and make sure you’ve considered everything. Read more... … [Read more...]
posted on September 1, 2016 by
Gifting Animation
It’s fine to give away your money or other assets to family members, friends or charities, but if you currently receive or expect to qualify for a pension or other allowance, bear in mind that Centrelink does apply limits to how much you can gift. Launch video... … [Read more...]
posted on September 1, 2016 by
Your guide to becoming a Philanthropist
There is a common misconception that in order to give you need to be wealthy, and that the only thing you can give is money. But the truth is that there are many different financial and non-financial ways that you can give to others. See how you can bring philanthropy into your life and make a real … [Read more...]
