Year: 2024

Tax time checklist for property investors

In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning a collective 3.25 million homes1, are everyday Australians – skilled tradies, small business owners and professionals. If you’re a property …

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How to protect yourself from super scams

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone tries to access your super and withdraw your money. An investment scam is when someone tries …

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Super and tax – what’s changing on 1 July 2024

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year, the rules around superannuation and taxation will inevitably change. It …

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How debt can help you build long-term wealth

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and objective. In this article, we look at three ways that may help you …

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Commonly Asked Questions – retirement planning

Commonly Asked Questions - retirement planning

Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursue your passions and interests without being tied to a work schedule. However, to make …

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7 ways to get ready for tax time

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income When it comes to tax, your wages are just the start. Income can come from …

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Helping your parents financially while saving for retirement

Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own retirement, is no doubt challenging. Effective financial planning …

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Social media scams: Who’s really following you?

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out how to protect yourself. Next time you like or follow a friend or a brand on social …

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