Getting EOFY ready as a property investor
In the lead up to the end of the financial year (EOFY), it’s a great opportunity for property investors to pause, prepare their records, and make sure they’re making the…
Retiring with debt? Experts explain downsizing, using super for your mortgage, and pension eligibility
About 36% of homeowners still have a mortgage when they retire, up from 23% a decade ago. This increase in mortgage debt is due to soaring property prices, changes in retirement ages and easy…
First home buyer support to have on your radar for 2025
Buying your first home is an exciting goal, but it can be challenging, and it makes sense to use all the help you can get to make your dream a…
Visualise it and make it happen in 2025!
As we move into a brand-new year, many people set their resolutions, and if buying your dream home is what you have set your sights on, with the right strategies…
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved…
From hands-on to hands-off: tips for a self-sustaining business
Owning and running a small business can often feel like juggling flaming torches, while riding a unicycle on a high wire—you’re constantly managing multiple tasks, with each one demanding your…
A Strategic Approach to Managing ATO Debt
If I could save you time, money and show you how to grow your wealth using smart finance would you be interested? As of 1 July, a significant change has…
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care…
Preparing your family trust for EOFY
With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often…