EOFY countdown: personal tax tips to maximise your refund
15 May
As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return.
Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund.
Whether you’re a...[Read More]
Taxation for small business owners: EOFY preparation and working with your accountant
15 May
As the end of the financial year (EOFY) approaches, small business owners face one of the most critical periods in their business calendar. Proper preparation and a clear understanding of your taxation obligations can make a significant difference...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.
Whether you’re looking to grow your superannuation,...[Read More]
Understanding debt recycling – transform bad debt into good debt
15 May
Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]
Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.
Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]
Investment markets and key developments – Weekly market update 12/05/25
15 May
Shares were mixed over the past week. Despite the Trump administration talking up trade deals US shares fell 0.5% for the week, but Eurozone shares rose 0.8%, Japanese shares rose 1.8% and Chinese shares rose 2%. Given the mixed messages...[Read More]
Money still on rate cut despite surprise spike in wages
15 May
Economists still expect the Reserve Bank to cut interest rates at its next board meeting despite a surprise spike in wage growth.
Wages rose by a higher-than-expected 3.4 per cent over the year to March, Australian Bureau of Statistics figures...[Read More]
Jobs and wage data in focus ahead of interest rate call
15 May
Upcoming wages and unemployment data may have significant bearing on the Reserve Bank’s closely watched interest rate decision.
Domestic signals have taken somewhat of a back seat since US President Donald Trump’s tariff dump in early April.
But...[Read More]
Consumers in crossfire despite US-China trade war truce
15 May
Consumer confidence is improving, but Australians have been urged to temper their expectations after the treasurer noted the limits of a US-China trade truce.
Both nations have agreed to a 90-day tariff reduction, with the United States committing...[Read More]
Unlocking the Value of Your Home Loan: The Importance of Refinancing
8 May
For many, a home loan is one of the largest financial commitments they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist – summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.
This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future.
A qualified financial adviser can assist you in navigating...[Read More]
Investment markets and key developments – weekly market update 05/05/2025
8 May
The rebound in shares continued over the last week helped by talk of trade deals, including with China, and Trump continuing to back track on tariffs along with good US earnings reports and solid payrolls. For the week US and Eurozone shares rose...[Read More]
Oliver’s insights – Labor returned to government in Australia – key challenges and risks
8 May
Key pointsThe return of Labor with an increased majority basically means more of the same in terms of key economic policies.
The key challenges for the Government are to boost productivity and hence living standards, improve housing supply and...[Read More]
Living costs rising despite cooling inflation
8 May
Australian households who depend on government payments have faced the highest increases in living costs this year, new data shows.
Age pensioners and other recipients of government help faced 1.6 per cent higher living costs in the March quarter,...[Read More]
