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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Frankly Speaking: Tax benefits of shares
Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling…
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Aged care payment options
When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting….
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SMSFs and property: What are the rules?
With the property market hitting all-time highs in 2021, interest in investing in direct property through your SMSF has never been higher. In the September 2021 quarter, Australia’s SMSFs had almost…
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Supporting your kids, without sacrificing your own retirement
With careful planning, you can give a helping hand to your adult children financially, while still enjoying a comfortable retirement. In the past, wealth was often passed on through inheritance….
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To lease or buy a business asset? That’s the question
With business conditions picking up in Australia, many business owners are thinking about the equipment they will need in order to evolve in the years ahead. Whether it’s a new…
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Easing into retirement
As the nation drifts back to work and study after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended…
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Kicking financial goals in 2022
After a difficult year of COVID disruptions and uncertainty, the summer holidays can’t come quickly enough. It’s a chance to refresh and reflect on the year that was and hopefully…
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Do you value your assets more than yourself?
Value is a funny thing. One person’s trash can be another person’s treasure, as the old saying goes. The value we place on something tends to be very individual and…
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2021 Year in Review
Two steps forward, one step back For the second year running, the pandemic was the focus for policymakers, markets, businesses, and individuals alike. The year began with hopes that the…