For everyone Money matters: making the most of changes to super 15 Jul 2024 Changes in the marginal tax rates, effective from 1 July 2024, have been well publicised, but they are accompanied by changes to superannuation that are also worth noting.
For everyone Finding ‘lost’ money 17 Apr 2024 Federal and state governments are currently holding billions of dollars of ‘lost’ money waiting to be collected by the rightful owner.
For everyone Strategies for reducing your mortgage 8 Feb 2024 With many of us struggling with high inflation and interest rates, we offer some advice on how to make savings on your mortgage.
For everyone Money matters: It’s super and it’s yours 30 Sep 2023 With the superannuation guarantee rising to 12% in 2025, compulsory super offers a fantastic investment opportunity for members.
For everyone Money matters: Beating the scammers 30 Jul 2023 Scamming has evolved to a far greater level of sophistication, so what are the best ways to protect yourself?
For everyone Money matters: Make a will but don’t forget your super 1 Apr 2023 The need to establish a will to ensure your personal wishes are met after you die are well documented. Having
For everyone Smart investing during tough times 4 Dec 2022 Now is a great time to make sensible investments, including salary sacrifice contributions to superannuation.
For everyone Money matters: The costs of aged care 20 Sep 2022 A guide to some of the most common financial questions related to aged care.
For everyone Capital gains and tax – part 2 7 Jul 2022 The second part of GEOFF ALLEN’s advice on the potential impact of significant life events on capital gains tax.
For everyone Understanding capital gains tax – part 1 6 Apr 2022 Shares, an investment property or holiday home can all attract capital gains tax, so it is important to have a good understanding of how this taxation works.
For everyone First home buyers and financial risk 15 Dec 2021 Record low interest rates are certainly attractive to anyone taking on a large mortgage to buy their first home. But significant financial risks should not be ignored.
For everyone Keeping abreast of superannuation changes 15 Sep 2021 It is important that members keep on top of all changes to superannuation in order to make the most of any opportunities and be aware of any risks.
For everyone Saving with children 29 Jun 2021 Teaching children to save – and even make long-term investments – is always a worthwhile activity.
For everyone Investing in our children 6 Apr 2021 Parents and grandparents often want to set up an investment arrangement for a child, but face a range of complexities.
For everyone Car costs: the real story 9 Dec 2020 There are number of factors that determine the actual cost of running your car as opposed to the perceived cost.
For everyone Super under attack 15 Sep 2020 The Morrison government is wanting to block federal legislation to increase compulsory super for reasons that are purely ideological.
For everyone The perils of pulling your super 10 Jun 2020 Withdrawing super to cover a COVID-shortfall should be regarded as a last resort, given there may be other financial options available to get through this difficult period.
For everyone Scammers never sleep 1 Apr 2020 It can take a long time to accumulate wealth and an instant to lose it. So, how to spot a scammer or opportunist trying to relieve you of some or all of your hard-earned savings?
For everyone Death and taxes – part 2 27 Nov 2019 How much tax applies to super death benefit depends on your age, the age of beneficiaries, whether they’re a dependant, and if paid as a pension or lump sum
For everyone Your guide to death taxes and superannuation 9 Aug 2019 You need to be aware of the likely tax implications if you die leaving a superannuation lump sum, and how to eliminate or reduce the tax.