Explore our blogs to stay updated on the latest financial news and gain foundational insights to help you make informed financial decisions.
Calculating the retirement savings needed to live comfortably can be quite complex. Everyone’s circumstances are different and therefore everyone’s monetary requirements upon retirement are different. That said, we are here to give you the best advice we can and to help you determine roughly how much money you’ll need for your retirement, based on your […]
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Property investment can be an excellent way to build wealth and generate passive income, but it’s crucial to understand the process before jumping in. With the right knowledge and guidance, you can navigate the Australian property market with confidence and make smart investment decisions that will set you up for financial success. Whether you’re a […]
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The most common reason people become self-employed is very simple: to have more control. For others, wealth creation is paramount, although small businesses are also more likely to fail and lose money. But is it worth the hard work and the added risk? And what makes a good business owner in the first place? If […]
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In this article, we look at the pros and cons of self-managed super funds, listing the advantages and disadvantages to help you decide whether you should start an SMSF or not. While there are many types of super funds and accounts that Australians can open, many choose to create a self-managed superannuation fund (SMSF), which […]
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Exchange-traded funds, or ETFs, have become a popular investment option for those looking to diversify their portfolios and gain exposure to a variety of assets. ETFs are similar to managed funds in that they allow investors to pool their money together, but they differ in the way they are traded. Unlike managed funds, which only […]
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Taking an extended job posting overseas? If you currently have an Australian SMSF, there’s a risk your fund’s “central management and control” (CMC) will be considered to move outside Australia. This causes the SMSF to become non-resident, resulting in hefty penalty taxes, so it’s essential to plan for this before you go. Let’s take a […]
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Thinking about setting up a Self-Managed Super Fund (SMSF)? For many people, SMSFs are a great option for building retirement savings, but they may not be suitable for everyone. Let’s take a deeper dive into some of the key differences between SMSFs and public offer superannuation funds. What Exactly is a Self-Managed Super Fund? A […]
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There’s a good chance choosing a financial adviser will be the most important skill and experience and your goals line up, it can mean a difference of a million dollars by the time you’re ready to pass on the torch. Whether you’re planning for retirement, investing for growth, or simply trying to get a better […]
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