Investment Market Update
As a pensioner in Victoria you may be eligible for a discount on the stamp duty when purchasing your next home. Find out if you are eligible.
Read MoreWhat is the Pensioner Stamp Duty Concession?
As a pensioner in Victoria you may be eligible for a discount on the stamp duty when purchasing your next home. Find out if you are eligible.
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 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 MoreAre You Sacrificing Your Retirement for Your Adult Children?
With the cost of living on the rise, it’s natural to want to give your children a helping hand financially. This article discusses important points to consider before gifting money to family, including implications on your future retirement savings and tax obligations.
Read MoreCentrelink Update
Estate planning is a complex area of law, and basic mistakes can lead to Wills being declared invalid, assets ending up with unintended recipients, or benefits reduced by avoidable tax bills. So, how can you steer clear of these pitfalls?
Read MoreProtect your estate from these mistakes
Estate planning is a complex area of law, and basic mistakes can lead to Wills being declared invalid, assets ending up with unintended recipients, or benefits reduced by avoidable tax bills. So, how can you steer clear of these pitfalls?
Read MoreHow Do Interest Rates Impact My Investments?
With all the talk around interest rates going up and down, it begs the question. How do interest rates affect my finances and investments? We answer it in layman’s terms in this article.
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.
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