Summer 2024
Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! This month: Gifting for Future Generations – At this time of year, when giving is particularly on our minds, some might […]
November 2024
It’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays, it might be a busy month. This month: SMSF’s: KEEPING IT IN THE FAMILY – Self Managed Super Funds can offer their members many benefits, but one that’s often overlooked is their potential as a […]
October 2024
It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail in some parts, we’re looking forward to the longer, warmer days ahead. In this issue: – Selling your investment property? Watch out for tax – Estate planning gives you a final say – 5 smart […]
Spring 2024
As we transition into the vibrant spring season, we’re excited to bring you the latest insights and updates to help you navigate your financial journey. – How do Retirement Income Options Compare: In our first article this month we’re focusing on a topic that’s close to many of our hearts: retirement planning. The way you […]
July 2024
With the shortest day behind us, the longer days ahead will give us a chance to enjoy the outdoors, even if there’s still a need to rug up. Technology stocks have driven Australian shares, and global markets, to new highs in the last 12 months. The S&P/ASX 200 finished the financial year 7.8% higher, slightly […]
Winter 2024
With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year. It’s said that if you fail to plan, then you plan to fail. So, give your finances a bit of love […]
2024-25 Federal Budget Analysis
What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says, but also for the decades to come. More […]
April 2024
It’s mid-April already and the end of the financial year is fast approaching. In our April newsletter: 1. FINDING GRANTS TO HELP YOUR BUSINESS: Millions of dollars in cash is on offer to small businesses through the many grant programs available. It might be worth your while to check of you’re eligible for a helping […]
Autumn 2024
After a summer of quite extreme weather, we can hopefully look forward to the cooler, calmer weather that Autumn brings. We hope you enjoy our Autumn newsletter and the articles we have included to inspire and inform. For those with superannuation balances over $3 million, now is the time to be thinking about your investment […]
February 2024
As February kicks off and with the summer holidays behind us, many of us are settling back into our regular routines and it’s time to turn our focus to the year ahead. In this issue: – Tax changes – what it will mean to me– How to get your business ready to sell– SMSFs: What […]