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Warning: Redrawing investment loans

Warning: Redrawing investment loans

The ATO estimates that incorrect reporting of rental property income and expenses is costing around $1 billion each year in forgone tax revenue. A big part of the problem is how taxpayers are claiming interest on their investment property loans. – Redrawing investment loans.

Roadmap to early retirement

Roadmap to early retirement

This article discusses the aspiration of early retirement and emphasises the importance of planning and dedication to achieve this goal. It highlights key steps, including assessing one’s financial situation, creating a tailored financial plan, minimising unnecessary spending, and diversifying investments to ensure a comfortable retirement lifestyle. – Roadmap to early retirement.

The impact of interest rates on managing debt

The impact of interest rates on managing debt

Managing debt can be challenging, especially when interest rates are involved. Understanding the impact of interest rates on debt is crucial to help individuals make informed financial decisions. This article explores how interest rates affect managing debt and provide some tips on how to navigate these challenges. – The impact of interest rates on managing debt.

Quarterly Economic Update: July to September 2023

Quarterly Economic Update: July to September 2023

This article focuses on the economic news from the September quarter of 2023. It touches on Australia’s inflation rate, oil prices, the Reserve Bank, house ownership and the possibility of a recession. – Insight Advisory Group – Quarterly Economic Update: Jul – Sep 2023 – Inflation.

Mastering the art of investing

Mastering the art of investing

In this article, we will cover five essential steps to get you started on your journey to mastering the art of investing… You’ll be the Da Vinci of investing in no time! – Mastering the art of investing.

Retirement income 101

Retirement income 101

This article explores the age pension, compulsory superannuation, and voluntary savings. With many retirees unaware of these potential income sources, we delve into the significance of each and how they can work together to secure a stable financial future during retirement. – Retirement income 101.

Legislating the ‘objective’ of super

Legislating the ‘objective’ of super

This article outlines the proposed objective of super in the recently released draft legislation, outlining sustainability, equitability and the preservation of savings to deliver income for a dignified retirement. – Legislating the ‘objective’ of super.

Workers owed $3.6bn in super guarantee

Workers owed $3.6bn in super guarantee

Workers are owed over $3.6 billion in superannuation guarantee according to the latest Australian Taxation Office estimates – a figure the Government and the regulators are looking to dramatically change. – Workers owed $3.6bn in super guarantee.

The challenges of being a carer

The challenges of being a carer

This article examines a real-life case to reveal how caregivers juggle financial pressures and emotional challenges. It stresses the importance of caregivers looking after their own well-being, offering practical advice on accessing vital financial assistance. – The challenges of being a carer.

30% tax on super earnings above $3m

30% tax on super earnings above $3m

Treasury has released draft legislation to enact the Government’s plan to increase the tax rate on earnings on superannuation balances above $3m from 15% to 30% from 1 July 2025. – 30% tax on super earnings above $3m.

Self-education: What can you claim?

Self-education: What can you claim?

The Australian Taxation Office have released a new draft ruling on self-education expenses. We revisit the deductibility of self-education expenses and what you can and can’t claim. – Self-education: What can you claim?

Short-term rentals and the ‘Airbnb’ tax

Short-term rentals and the ‘Airbnb’ tax

This article focuses on a recent statement by the Victorian Government regarding Australia’s first short-stay property tax that targets property investors with short-term rentals. – Short-term rentals and the ‘Airbnb’ tax.

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