General News
Don’t Get Hooked: Your Guide to Spotting Phishing Scams
As more of our lives move online, from banking to booking holidays, it’s more important than ever to stay alert to scams. One of the most common and dangerous is phishing, which sounds exactly like dropping a line in Corio bay, but couldn’t be further from the truth. Phishing is when a scammer pretends to…
Read MoreInvestment Market Update – Iran and Israel conflict
Every quarter, our internal investment committee meet to reflect on the times we are in and strategically position client accounts for coming months and years. The outcome of this month’s meeting will be shared with you, our clients, at some point in July. Until then, in what has become a fast-moving matter in the Middle…
Read MoreEnd of Financial Year Superannuation Reminders
We’ve put together a short list of our top tax saving tips (using your superannuation) so you can keep more income in your back pocket and less in the ATO’s coffers this financial year.
Read MoreGiving Some Back: Is Philanthropy Only for Millionaires?
If donating money to charity is something you’ve never considered before then now might be the time.
Read MoreUnclaimed Superannuation money
With many receiving letters stating their Super fund has sent money to the ATO, we have prepared a basic guide to help you retrieve what is yours.
Read MoreRenting in retirement
Owning a home is often seen as the great Australian dream, and as the adage goes, “home is where the heart is.” Sometimes finances or a change in personal circumstances warrant the consideration of renting. It begs the question, is homeownership truly all it’s cracked up to be? Could renting in retirement provide a positive outcome?
Read MoreCentrelink Update
In recent weeks, we have received numerous calls inquiring about Centrelink applications and the associated delays. Additionally, many of our clients have been receiving a significant number of letters from Centrelink.
To assist you in understanding these letters and determining if any action is needed, we’ve prepared a brief summary along with an estimate of application processing times.
Read MoreInvestment Market update – October 2023
The financial year ending 30 June 2023 was a largely positive one for investment markets. Leading the charge were Global Shares returning 18.67%. Australian Shares also rebounded strongly to return 14.78% in the 12 months to 30 June.
Read MoreInvestment Market update – 2023 Financial Year
The financial year ending 30 June 2023 was a largely positive one for investment markets. Leading the charge were Global Shares returning 18.67%. Australian Shares also rebounded strongly to return 14.78% in the 12 months to 30 June.
Read MoreHow much can I have in the bank before my Age Pension is cut?
It would have to be the most common question we receive. The answer can’t be summarised in a few sentences, instead, we’ll attempt to explain some of the inputs in calculating an Age Pension entitlement in this article.
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