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Being informed is the key to avoiding scams

Being informed is the key to avoiding scams

May 20, 2024

Although many of us believe that we can outsmart scams, Australians lost over 480 million dollars collectively to scams last year. Every year scammers get more sophisticated in the methods they use to part us with our money – or our valuable personal information. It’s... read more
New increased super contribution caps explained

New increased super contribution caps explained

May 02, 2024

As we approach the end of the financial year, certain investors are considering strategies to increase their super balance before the new contribution caps come into effect on 1 July. The concessional contributions cap, which is the maximum in before-tax contributions... read more
Downsizing into Retirement? Here’s What You Need to Know

Downsizing into Retirement? Here’s What You Need to Know

Apr 24, 2024

When approaching retirement, many consider downsizing their homes for various reasons, ranging from financial benefits to lifestyle preferences. However, Australian regulations and tax law can make the downsizing process complex if you don’t plan ahead. This can be a... read more
Insurance is a sound investment

Insurance is a sound investment

Apr 17, 2024

Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though – life can throw a curve ball or two and insurance is one way to manage risk in a broader context. It’s a matter of... read more
Investing mistakes to avoid

Investing mistakes to avoid

Apr 10, 2024

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following trends or hot tips. Let’s delve into... read more
Understanding the new $3m super tax

Understanding the new $3m super tax

Apr 05, 2024

The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to... read more
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