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Retirement mapping for millennials
This article outlines the challenges facing millennials in Australia today, who are trying to plan for their retirement as they battle cost of living rises. – Retirement mapping for millennials.
Access to home guarantee scheme expanded to friends and siblings
From 1 July 2023, access to the Government’s Home Guarantee Scheme will be expanded to joint applications from “friends, siblings, and other family members” and to those who have not owned a home for at least 10 years. – Access to home guarantee scheme expanded to friends and siblings.
Debt repayment plan
This article provides tips and strategies for creating a debt repayment plan, including creating a budget, prioritising high-interest debt, and choosing a repayment strategy, and includes a case study to demonstrate the benefits of creating a debt repayment plan. – Debt repayment plan.
The impact of natural disasters on property values and insurance
This article provides insight into the impact that natural disasters can have on property values and home insurance premiums. It also includes some important tips for home purchasers, when looking to buy a property. – The impact of natural disasters on property values and insurance.
Retirement: The longest holiday of your life
This article outlines ways people can plan for their retirement. It examines what to budget for, how to do it and why readiness means more than finances. – Retirement: The longest “holiday” of your life.
Tapping into your home’s equity
With escalating cost of living pressures, retirees are turning to the untapped equity in their homes to compensate for their lack of income. This piece explores the pros and cons of accessing this equity through reverse mortgages and equity release schemes. – Tapping into your home’s equity.
The ‘Super’ Wars
A consultation paper released by Treasury has sparked a national debate about the role, purpose and access to superannuation ahead of the 2023-24 Federal Budget. – The ‘Super’ Wars.
Money, Kids & Apps
This article focuses on teaching kids about money. It focuses on smartphone apps taking over and the role of visiting the bank with a full piggy bank becoming obsolete.
Superannuation for the suddenly single
In this article we cover five steps to boost your super and make sure your divorce doesn’t derail your financial future. – Superannuation for the suddenly single.
Fixed rate mortgage expiry: What to do?
This article outlines a range of strategies to assist with navigating the upcoming expiry of a fixed rate home loan period, so that your mortgage continues to be competitive and well-suited to your needs. – Fixed rate mortgage expiry: What to do?
Kid start-ups; the new age of kidpreneurs
Starting a hobby business can be a fun and rewarding way for kids to learn important life skills like creativity, responsibility, and entrepreneurship. This article explores the benefits of encouraging children to turn their hobbies into small businesses, and provides tips for getting started. – Kid start-ups; the new age of kidpreneurs.
Federal Budget 2023-24 Summary
This article summarises the main features of the 2023-24 Federal Budget, which was delivered on Tuesday 9 May 2023. – Federal Budget 2023-24 Summary.
Protect your bank account from scammers
This article highlights the staggering number of Australian’s impacted annually by scams. It lists easy steps we can all take to keep our bank accounts safe and where to find help if we do fall victim to scammers. – Protect your bank account from scammers.
Budget 2023-24
The 2023-24 Federal Budget will be released on Tuesday, 9 May 2023. Little has been released to date on the impending Budget beyond the tax on super balances above $3m and the decision not to extend the temporary $1,500 low and middle income tax offset beyond 30 June 2023. – Budget 2023-24.
Holiday homes: What the ATO will be asking
This article focusses on the ATOs concerns that people with holiday homes are claiming more deductions than they should be and have begun questioning it. – Holiday homes: What the ATO will be asking.
Working from Home at tax time
This article focuses on The Australian Taxation Office (ATO) update on its approach to how you claim expenses for working from home. – Working from Home at tax time.
Risky trust distributions: The ATO’s position
The ATO has released its final position on how it will apply some integrity rules dealing with risky trust distributions – changing the goal posts for trusts distributing to adult children, corporate beneficiaries, and entities with losses. – Risky trust distributions: The ATO’s final position.
Quarterly economic update: Jan-Mar 2023
Economic update for the March quarter covering inflation, interest rates, market volatility, cost of living and international affairs. – Quarterly economic update: Jan-Mar 2023.
Full throttle in 2023
In a volatile market, keeping to a sound business strategy, or let’s face it creating one, can be tough. This article discusses how to get long term value and returns in business.
How good is ChatGPT at tax?
This article talks about the skills of the latest innovation to take the world by storm, ChatGPT, and its ability to work with the Australian tax system. – How good is ChatG at tax?
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