Until recently, financial abuse was often kept secret, especially where it occurred within the family. Thankfully that’s changing with public awareness campaigns and help becoming more readily available. The emotional and economic damage caused by financial abuse can be far reaching and devastating. A recent Australian...
We all want to be a bit healthier but it’s not always easy to drag yourself off to do a workout, particularly in the lead up to such a busy time of the year. It’s also pretty hard to eat well when there are so...
During a period where technological developments have picked up speed, one innovation in particular wields a profound, broad-reaching impact on our lives. That innovation is Artificial Intelligence (AI). Developments in computing power, the availability of data, and the rise of machine learning algorithms are driving AI’s...
How long to keep rental records You need to keep records for 5 years. Depending on your situation, that is 5 years from the date: you lodge your tax return of your last claim for the decline in value of an asset it is certain that no capital gains tax event...
Before you retire If you're planning to retire, you need to consider: your age, including if you have reached your preservation age your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are part of an employee share scheme if the retirement capital...
Review your investments regularly to make sure you're on track to reach your financial goals and you're comfortable with the investment risks. Find out how to review your investments' performance and what to do if you're not getting the returns you expect. Monitor your investments regularly How often...
We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way to protect the people you love from financial stress if something happens to you. Whether you’re raising a family, supporting a...
With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack what’s changing - and how to make the most of it. The SG rate hits 12% One obvious lift to retirement incomes is the...
Investors have faced a wild ride in 2025. The excitement may not be over. Equity and fixed income markets took less than a month to recover after U.S. tariff announcements in early April sent them reeling, giving investors a valuable opportunity to reexamine their relationship with...
These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate. A Rice Warner study back in 2020 found that life cover within superannuation only met...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.