Articles

Charitable giving and your finances

Thursday, November 30, 2017
As Christmas approaches, many people’s minds turn to the needs of those who have to make do with less at this time of year. Whether charitable giving is already part of your monthly budget  ..Read More

Six traits of Australians living the dream

Tuesday, November 28, 2017
Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.1 Here are six trait ..Read More

Insurance must-haves for small business owners

Thursday, July 27, 2017
As a small business owner, making sure every aspect of your business is properly insured is key to long-term sustainability. Margo Goodall from Credence Insurance (http://www.credenceinsurance.co ..Read More

Self-managed super funds (SMSFs): Why you need a corporate trustee

Wednesday, June 28, 2017
Self-managed super funds, more commonly known as SMSFs, provide a level of financial control that appeals to many people, particularly as retirement draws closer. But if you have an SMSF, or you  ..Read More

Teaching kids about money

Wednesday, June 28, 2017
A recent Sydney Morning Herald article (http://www.smh.com.au/money/the-basic-money-quiz-no-high-schooler-has-aced-can-you-20170515-gw4y6g.html) revealed some alarming trends when it comes to our ..Read More

Financial Planning and goal setting contributes to a life well lived

Monday, June 05, 2017
Most of us know that money doesn’t buy happiness. Australian researcher Hugh MacKay in his book The Good Life (2013) concludes that “a good life is not measured by security, wealth, status ..Read More

Buying a commercial property in your SMSF

Monday, June 05, 2017
One of the benefits of having a SMSF is the ability to purchase direct property using your super. However, property is not limited to just a residential house or unit. As trustees, you may also decide ..Read More

Super strategies for PSS members still apply - despite the Federal Budget changes

Monday, June 05, 2017
Many of the super changes that were announced in the Federal Budget will come into effect on 1 July 2017. Several clients who work in the Public Service and are members of the PSS have rung us concern ..Read More

Is your insurance keeping up with you and your lifestyle?

Wednesday, May 03, 2017
Not many of us sit down and think about whether we have enough life or income insurance. Usually something will happen – maybe someone close to you gets sick and has to give up work, or you have ..Read More

Protect your income - you never know...

Tuesday, May 02, 2017
Have you ever wondered how you and your family would cope if you had an injury or illness and couldn’t work for several months… or even years? For some people, income protection ins ..Read More