Dec 06, 2023
Many people assume there is no tax payable on super benefits received after someone passes away, but that’s not always the case. Whether or not tax is paid on a super death benefit depends on the beneficiary’s relationship with the deceased. Although some... read more
Dec 01, 2023
Weighing up whether to renovate or sell, is a difficult choice. It’s easy to be inspired by the super-profitable renovations and dream rebuilds we see on TV. In real life, the picture can be a little different. The key to achieving your dream home is to arm yourself... read more
Nov 28, 2023
This is part 2 in a series called “Beyond Buffettology”, penned by Australian Equities Portfolio Manager George Kurian. You can read part 1 here. 2. Politics In this article, I discuss how Politics at various levels could be the key driver of shareholder returns.... read more
Nov 20, 2023
How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has a different idea of how much it takes to be comfortable or even well off. Given it is something that has such a strong influence on how we live our lives... read more
Nov 15, 2023
Navigating complex family relationships and blended families can be challenging at times particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most... read more
Nov 10, 2023
With the Treasury estimating the government misses out on billions in potential tax revenue from rental property deductions and the ATO recently warning extra care is needed when lodging returns with this type of income, rental investors can consider themselves well... read more
Nov 06, 2023
Withdrawing part of your superannuation fund balance and then paying it back into the account, known as a recontribution strategy, may sound a little strange but it could deliver several benefits including reducing tax and helping to manage super balances between you... read more
Nov 01, 2023
Residential property investors have been on a wild ride in recent years as prices slumped during the pandemic and then quickly skyrocketed before losing ground again. Now, with prices levelling out or slowly increasing, there is good news around the corner, according... read more
Oct 23, 2023
Personal transformation can be challenging. We all have habits we’d like to break and behaviours we’d like to do more of. However, when we do some self-examination and think about what is involved in navigating change, it can seem overwhelming to get to where we need... read more
Oct 18, 2023
2023 continues to surprise. In the closing days of 2022, one of the most difficult years for markets on record, there was nothing but pessimism. In August, I wrote internally to our staff that “though the economic outlook has not exactly improved, some markets are in... read more
