Articles

Building a flexible retirement income for PSS members

Monday, May 07, 2018
If you are lucky enough to be a member of the Public Sector Superannuation Scheme (PSS), you may be entitled to generous benefits when you retire or take a Voluntary Redundancy (VR). Generally you hav ..Read More

Downsize your property – upsize your retirement!

Thursday, April 05, 2018
When the kids move out or the yard gets too big to manage, your thoughts might turn to downsizing your family home for a townhouse or apartment. A lock up and leave lifestyle is also appealing to many ..Read More

Childcare subsidy the most important issue to working families

Wednesday, January 31, 2018
Kristine L’Estrange, Paraplanner at Milestone Financial The new childcare Subsidy which replaces the Child Care Benefit and Child Care Rebate on 1 July 2018, will be the most important i ..Read More

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