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Private Ancillary Funds
March 6, 2020A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]
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Changes ahead! Is your Income Protection Policy road worthy?
February 3, 20208 points to consider when choosing the right Income Protection Policy. Your ability to earn income is your most important asset so having a plan in place when you are forced off the track and require a tune up from your mechanic is vital. An Income Protection (IP) Policy can assist to smooth out the […]
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Should you avoid the WAAAX stocks?
November 19, 2019Make sure you understand what you’re investing in. Investor’s worldwide love to be able to discuss stocks that have had extraordinary performances over a short period of time. Over the past couple of decades in particular, the technology sector has been at the forefront of some incredible investment returns. As much as it’s nice to […]
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The importance of having a reliable travel card
September 30, 2019Learn how to easily access your money overseas. If you’re travelling overseas for business or pleasure, it’s important to have easy access to your money. There are lots of options on the market, including debit cards, credit cards, and dedicated pre-paid travel money cards. While accessibility should be your biggest concern, it’s also important to […]
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5 ways to spring clean your finances
September 13, 2019It’s time for your annual spring clean but don’t forget your finances! Despite the persistent Melbourne winter weather, spring has now sprung and it is time for your annual spring clean. While you are on a roll with cleaning out your clothes wardrobe and kitchen pantry, why not use the momentum and do a tidy […]
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Group v Retail Life Insurance
July 17, 2019What’s the difference between Group and Retail Insurance? Which type of life insurance policy is best for you? Should you take a group scheme through your superannuation fund or employer, or take out an individual policy yourself? If you already have life insurance, are your existing arrangements best for your circumstances? When applying for, or […]
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Proposed Franking Credit Policy changes.
April 15, 2019Proposed changes to franking credits The Labor Party has proposed significant changes to existing franking credit policy if they win the Federal election in May. Also known as imputation credits, a franking credit is a nominal unit of tax that allows Australian companies to pass on tax paid to shareholders under dividend imputation. Under the […]
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How much money do I need to retire?
March 18, 2019What does your retirement look like and can you afford to retire? It’s no surprise that everyone’s retirement needs and expectations are different. Retirement poses the rare opportunity to have both the time and financial means to do as you choose. Travel to that longed-for destination, practice that golf swing or is it the time […]
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Money Matters: When to include your children in your financial matters
February 11, 2019Help your children become financially literate! For many families, talking about personal finances in front of children is still a taboo subject. However, experts say that helping children become financially literate, is essential in the modern era. Children who have not benefited from discussing financial matters with their parents are at a greater risk of […]
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Riding for the Disabled (RDA) Wagga Wagga
December 10, 2018Another successful grant from Future2 Foundation! In 2018, Future2 Foundation awarded over $180,000 in grants to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. There are 19 charity organisations across Australia who received grants, each endorsed by a local Financial Planning Association (FPA) member. Not only can we congratulate, Richard Addison, […]
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