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Money Matters: Bringing Your Children into Conversations about Finances
December 2, 2021Talking about finances Do you talk to your children about financial matters? Your financial position can impact and influence many aspects of your life and the decisions you make. No doubt you speak about it with your partner or your adviser, yet despite how it could impact their own lives, talking about personal finances in front of […]
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Checklist: Moving into an Aged Care Facility
November 10, 2021Finding an Aged Care Facility Suitable for Your Needs There are many aged care facilities and the services they provide vary. When looking for an Aged Care Facility we suggest that you visit numerous facilities to compare their services. If you find the right Aged Care Facility but are not ready to move in straight […]
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Which bank? How to decide
September 22, 2021Every business will have interaction with a bank in some capacity – so how do you pick the right one? Picking the right bank is an integral part of handling your financial affairs, but how do you decide? Deciding which bank you should use is a decision far more significant than what you may realise. […]
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Binding Financial Agreements – You might not want one but do you need it?
August 18, 2021Protect your assets wisely to stay secure in your perfect relationship! So you’re in the perfect relationship with the perfect partner? You know you belong together and thoughts of anything different are just not relevant. But that is all about now, the present! In business – as you know if your business is doing well […]
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Super Guarantee Increase – are you aware and are your systems ready?
June 4, 2021From 1 July 2021 the superannuation guarantee (SG) is set to increase to 10% from the current rate of 9.5%. This has quietly snuck up as an issue for businesses and employers who don’t have long now to prepare for the change. Whilst the legislated increases have been in place for some time, there was […]
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How to choose the right Financial Adviser
April 19, 2021No matter your age, learning to manage your finances is necessary in preparing for your future. Doing so however, can be intimidating or difficult for someone who isn’t already well versed in their finances or the opportunities that may be available to them. Therefore, anyone looking to review or manage their assets & liabilities, income […]
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Costs To Expect When You’re Expecting
March 24, 2021Having a baby is one of life’s biggest and happiest decisions. It’s also one of the most expensive. But don’t let that turn you off. Making the transition into parenthood need not be a huge financial stress, as long as you’re prepared. There are three major periods in the financial planning for your newborn. Here […]
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Increase in Pension Transfer Balance Cap
February 24, 2021From 1 July 2021, the amount that a member can transfer to a tax-free retirement pension will increase from $1.6 million to $1.7 million. On the surface this may sound like great news for super fund members because they will be able to transfer an extra $100,000 into the tax-free environment. But there are a […]
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Private Ancillary Funds
November 19, 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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Premium Structure: Getting it Right from the Start
October 26, 2020The structure of the insurance premium chosen will dictate its initial cost, as well as the total cost over the lifetime of the policy. Not all premium structures are available from all Insurers. Retail Insurers will generally offer level or stepped premium structures, with some offering a hybrid option (due to recent legislative changes, […]
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