Wealth Insights

28 May Your Budget

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

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          How the 2018 budget applies to you can be found via the following links.   Individuals Families Business   Australian Federal Government ...

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27 May How to make money by turning your unwanted goods into cash

Posted at 10:00h in Lifestyle by admin 0 Comments

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Whether it's not-quite-right gifts you have received or the results of an annual clean out, your trash might be someone else's treasure. A survey by online marketplace Gumtree found that Australians received more than 21 million unwanted gifts for Christmas in 2017 with an average value...

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27 May Intergenerational wealth transfer

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Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the...

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26 May Top apps for the over 50s

Posted at 14:00h in General Insights, Lifestyle by admin 0 Comments

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With almost 80% of 55-64 year olds and 46% of 64+ year olds on-line in Australia, there is no denying that the SilverSurfer generation are embracing the World Wide Web – and not just from a computer – phones and tablets are fast becoming the most...

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25 May Investing in a holiday home

Posted at 12:00h in General Insights, Property by admin 0 Comments

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Is it really your great Aussie dream? It happens every year. You’re strolling down the high street of your local beachside town enjoying a long hot summer with the family when a holiday home in the real estate agents’ window catches your eye. And you start thinking:...

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25 May Common EOFY slip-ups flagged for SMSFs

Posted at 00:00h in Financial Planning, Tax Planning by admin 0 Comments

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In a bid to avoid common basic errors in the lead up to June 30, BDO has released a checklist for SMSF professionals to be wary of.

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24 May Make your own plans for aged care

Posted at 12:00h in Financial Planning by admin 0 Comments

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It can be tempting to put off thinking about aged care. When you’re busy enjoying life in the present it can be challenging to find the time or desire to think too far ahead. But the key to successful ageing is having a sense of...

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23 May Marriage in later life

Posted at 10:30h in Loans and Finance, Property, Superannuation & SMSF by admin 0 Comments

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Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head. So, if you’re considering marriage, perhaps for a second time or more, give thought to the financial implications of marrying later in life and...

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23 May New rules capture SMSFs trading big with cryptocurrency

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Sizeable cryptocurrency transactions will “come to the attention of the ATO” under new rules that came into effect this week, so a mid-tier firm has put together a checklist of key considerations to keep SMSF investors compliant.

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22 May After the dust settles, a fresh start…

Posted at 10:00h in Budgeting by admin 0 Comments

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Taking stock of how your life’s travelling at the start of a new year is probably an exercise you’re likely to pursue with greater urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce. What’s next,...

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