News
Sharing all our latest articles, news and updates covering all you need to know to reach your destination in life, on purpose.
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The influence of emotion on our finances
We’ve all heard of the dangers of emotional spending but what about emotional saving? Emotions can wield a powerful influence on our personal finances in a positive way, but they…
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A Will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking…
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Get your SMSF ready for 30 June
With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. The rules around SMSFs are strict and if…
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A super end to the financial year
As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s…
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Preparing for the next chapter
Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story, as you decide exactly how you want to spend your…
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Sharing super a win-win for couples
Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less…
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Going guarantor on a loan
If you guarantee a loan for a family member or friend, you’re known as the guarantor. You are responsible for paying back the entire loan if the borrower can’t. If…
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How to manage rising interest rates
Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways. Higher interest rates…
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Family trusts under ATO scrutiny
Family trusts have stood the test of time as a means of protecting family and business wealth, and managing the distribution of trust income in a tax-effective way. But the…