Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Oliver’s insights – More volatile and constrained – the macro investment outlook for 2025

16 January

Key points 2024 was another strong year for investors with shares up strongly on the back of better than feared growth & profits and global central banks cutting rates. Volatility was low and balanced growth super funds returned around 11%. 2025...[Read More]

Investment markets and key developments – Weekly market update 10/01/2025

16 January

Soft week for share markets to begin the New Year as bond yields moved higher, economic data mostly good and in line with moderate inflation and reasonable economic activity.   Global share markets have had a muted start to 2025. US equities...[Read More]

Find out about obtaining shares and what tax deductions you can claim

16 January

You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately.   You can obtain shares through: Buying...[Read More]

Australia’s bullet-proof jobs market put to the test

15 January

Attention is poised to turn to the state of hiring and firing in Australia for signs the labour market is gradually unwinding as expected in a sluggish economy. Thursday’s labour force numbers for December from the Australian Bureau of Statistics...[Read More]

Steps to take if you can’t afford your mortgage repayments

9 January

Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, it’s essential to find ways to manage your mortgage and avoid defaulting...[Read More]

4 great reasons to hire a bookkeeper

9 January

 Did you ever hire a bookkeeper to help you keep track of your expenses and tax obligations? If not, find out why now may be the best time to do so.   Bookkeeping is an essential component of any organisation. To focus on other tasks, such as...[Read More]

Starting a business after retirement: turn your passion into profit

9 January

For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]

5 simple things to do as you plan for the year ahead

2 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]

Financial New Year Resolutions to make in 2025

2 January

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]

Tax planning strategies for small businesses

2 January

Every dollar counts in business, especially for small enterprises. Therefore, you need to find ways to minimise your tax liability in addition to optimising income or profit.   With a small business tax planning strategy, you can increase profits...[Read More]

Top 10 new year’s resolutions and how to ensure they come true

2 January

The New Year offers a fresh start, motivating people to set goals for self-improvement.  However, many resolutions fade before February.  Here’s a look at the top 10 resolutions and strategies to make them stick.   1. Exercise More Improving...[Read More]

Short trips, cheaper grub: tight budgets change travel

2 January

Booking hotels and tickets well in advance has long defined Australian travellers but as household budgets come under stress, last-minute trips and spontaneity are becoming more popular. Amid high prices for groceries, housing and other essentials,...[Read More]

Welfare payments, wage theft laws to change in new year

2 January

MAJOR CHANGES TO PAYMENTS AND REGULATIONS AFFECTING AUSTRALIANS IN 2025: * Wage theft laws will come into effect, meaning employers who underpay workers will be committing a criminal offence * More than one million Australians will see government...[Read More]

Loyalty penalty costing power customers, warns ACCC

2 January

As many as four in five households could be paying less for electricity by shopping around or calling providers to ask for a better deal. Numbers from the consumer watchdog suggest the so-called “loyalty penalty” intensifies the longer...[Read More]