Spring clean your finances

Published: September 16, 2015

The house isn’t the only place that needs a spring clean. Messy money management can potentially cost you thousands of dollars – and hold you back from achieving your goals. Here are three simple steps to help tidy up your personal finances. 1. Know where your money is going The first step to getting your […]

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5 things everyone should know about leaving an inheritance

Published: August 25, 2015

1. Who can inherit my estate? Your estate includes everything you own when you die. You can decide who’ll receive it by leaving instructions in your Will. However, there are a few ways your Will can be overruled.  Generally, if you’ve given a nomination to your super fund, leaving your super to a dependant, then […]

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3 ways to escape the credit card debt trap

Published: July 21, 2015

There’s no question that credit cards are a convenient way to pay for things you need – or want– but that you haven’t quite managed to save for. Whether it’s for essential items, like car insurance and rego or a new fridge, or the ‘nice to haves’ like a holiday or new clothes, having access […]

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The true cost of travel

Published: June 10, 2015

It’s no secret that travelling can be expensive, but it doesn’t have to break the bank. Here are some tips and ideas for keen travellers, to help get you ready for your next adventure. Choose your adventure One of the best parts of travel is the planning – and the first step is to choose […]

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5 tips to kick-start your second career

Published: June 10, 2015

Gone are the days when you had one job for life – an 18-year old who enters employment this year can expect to have a total of 17 different jobs and five career changes over a working life that spans until age 751.  If you’re ready for a career change, here are five things you […]

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3 easy ways to cut your mortgage

Published: June 10, 2015

Australians now owe more on their mortgages than ever before, with the average home loan leaping to $433,000 in June 2014 – a rise of 10% in a year.1  But with just a few easy steps you can take years off your loan and thousands off the interest you pay. If you’re not looking forward […]

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Grow your wealth with franking credits

Published: May 18, 2015

If you're looking for ways to boost your retirement income, there's a simple and smart strategy to get more out of your investments. The returns you're receiving on your shares could be even higher, by making the most of franking credits. How it works Franking credits are tax credits that a company distributes to its […]

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Get online at tax time

Published: May 18, 2015

If you're looking for a faster way to sort out your tax this end of financial year, there's good news – technology is taking the headache out of tax time as online options become more accessible. And with the average cost of a tax agent at $371 , it might not just be time you're […]

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5 steps to make your SMSF tax-ready

Published: May 18, 2015

Your self-managed super fund is a powerful investment tool, and a great way of saving for your retirement. But don't forget that as trustee, with control comes responsibility. And that means it's up to you to make sure your SMSF is complying with super and tax laws. 1. Give notice If you're planning to claim […]

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Stay off the ATO hit list

Published: May 18, 2015

As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we're all paying what we should. With new technology making it easier for the ATO to check data on tax returns against details from banks, employers and government agencies, you need to meet […]

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