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]

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]

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]

Ethical investing: what types are there plus the pros and cons

9 January

Ethical investing has been gaining prominence over the last few decades. Find out what makes it an attractive investment strategy in this post.   The investment technique known as ethical investing prioritises the investor’s moral, religious and...[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]

6 tips to overcome the deposit barrier

2 January

In Australia, the deposit barrier is a significant challenge for many people who wish to buy their own homes.  Saving up for a deposit can be a daunting task, especially for first-time homebuyers.  The good news is that there are various...[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]

Rate cuts on horizon in mixed 2025 for the economy

2 January

Australians have endured taxing economic conditions in the past calendar year, but there is cause for cautious hope in 2025. Long-awaited interest rate cuts are broadly expected in the first half of the year, providing household budgets with...[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]

Zip Co, Mesoblast among ASX’s best performers in 2024

2 January

Two former internet messageboard darlings that fell from grace a few years ago have been the year’s biggest winners on the Australian Securities Exchange. Zip Co was the year’s biggest gainer among the 200 companies in the ASX200 after its...[Read More]

Estate planning: preparing for life’s uncertainties

26 December

Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances.  The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]