Wealth Insights

16 Feb Property deduction errors down to ‘lack of understanding’: ATO

Posted at 09:00h in Investment, Property by admin 0 Comments

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A fundamental knowledge gap is continuing to trip property investors up, leading to simple mistakes and heaping pressure on tax agents, the ATO has revealed

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14 Feb SMSFs: How to spot incorrect contributions

Posted at 09:49h in Superannuation & SMSF by admin 0 Comments

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Running your own super fund means you have extra responsibilities as a trustee  If you’re running your own self-managed superannuation fund (SMSF) you’re likely to be acting as both a member and a trusteei. The two roles are very different.  As a member you’re making and receiving contributions to...

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13 Feb How to calculate your borrowing power

Posted at 09:10h in Loans and Finance, Property by admin 0 Comments

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One of the most important factors in your home ownership journey is the amount of money you can – or should borrow. You want to borrow enough that you can purchase the right property for your needs, yet you don’t want to end up out...

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13 Feb Start 2020 with a best snapshot of Australia.

Posted at 09:00h in General Insights by admin 0 Comments

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It might be dry old data but it's how you're county's going and it's used to make decisions that affect you every day.  

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12 Feb Why you shouldn’t lend to or guarantor anyone without seeing their credit report

Posted at 10:22h in Financial Planning by admin 0 Comments

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You might feel like you know your child or grandchild and their attitude to money like the back of your hand but how well do you know that of their partner? Many over-60s have come a cropper when lending large sums to family members or going...

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11 Feb How do you save for that rainy day

Posted at 09:58h in Financial Planning by admin 0 Comments

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It’s not just our farmers who keep their eyes on the horizon for rain. Recent research found almost twice as many Australians think saving for an emergency or a rainy day is more important than putting cash away for a holiday.  Indeed, saving for a rainy day...

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10 Feb How to create realistic goals and stick to them

Posted at 09:39h in Financial Planning, Lifestyle by admin 0 Comments

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Whether it’s finances or fitness, spending time on setting your goals can reap rewards. When it comes to the big things in life we all have our goals. Getting promoted at work. Educating the kids through school. Saving for a comfortable retirement.  It’s important to aim high....

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10 Feb Total return investing

Posted at 09:00h in Investment, Retirement by admin 0 Comments

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It wasn't long ago that the common view was to save and invest through your working life and then retire to a portfolio that delivered at least a 5 per cent income yield every year.

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08 Feb New year, more money: The smart new way to cut your household bills

Posted at 10:53h in Financial Planning, Lifestyle by admin 0 Comments

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There’s few things more satisfying than getting your life sorted and starting the new year with a clean slate, and organising your bills could be one of the best places to start. Life is busy and it’s easy to find yourself stuck with deals that you...

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07 Feb Dealing with being asset rich and cash poor

Posted at 10:00h in Financial Planning, Loans and Finance, Property by admin 0 Comments

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Reverse mortgages could be one way to help with living expenses, but they may also erode any equity you have in your home over time. Given longer life expectancies, the rising cost of living and the property boom, more and more retirees find themselves asset rich...

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