In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.
...
Australia may be firmly planted within a recession, but with the advent of a new financial year, there’s still plenty to be gained from a “new year, new me” approach when it comes to money. MyState Bank has revealed a number of ways Australians can get...
Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.
...
As July 1 creeps closer, the new financial year is set to bring a slew of updated rules and changes along with it. From big tax opportunities to major changes affecting superannuation, here’s everything Australians should be looking out for as they welcome in the...
These days, there’s not much you can’t do on your smartphone. Whether it’s booking a lift to the shops through a ride-share app like Uber, streaming your favourite TV show via Netflix or checking the weather, modern technology means we’re always connected. So, it was only...
In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.
...
Choosing the right loan has the potential to save you thousands of dollars in repayments, fees and interest over the life of your loan. To make an informed choice you need to understand the different types of home loans you’ll come across - before you start...
Increasing your property’s value is something that everyone wants to do, but for the majority of people, it’s another unknown part of the sales process. Here, we’ve compiled five key tips to increase the value of your property. Give it a fresh lick of paint An internal...
A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time. This is on top of normal investment returns.
...
Although we’re already a predominantly cashless society, the introduction of social distancing has further increased our reliance on digital payments and online banking. Face-to-face encounters have become less frequent in so many areas of our lives – and banking and shopping are no different. So now’s...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.