Tis the season to spend smart! Christmas can be daunting money-wise and often puts a lot of pressure on our finances. We have put together a list of ways to avoid Christmas money mistakes, to help you plan and avoid any financial headaches as we move into 2023.
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To fix or not to fix?
To fix, or not to fix, indeed that is the question on the minds of many Australian home owners, since the RBA increased the cash rate 7 times over the last 7 months. With leading economists expecting the RBA to increase the cash rate by a further 1% in the near term, it is no…
Will you outlive your money?
Your biggest risk in retirement is not losing your money, it is outliving your money. To fully understand this, you need to have a good understanding of the following financial areas.
New income test thresholds for the Seniors Health Card
Older Australians of age pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). It entitles you to receive cheaper medicines under the PBS, bulk billed doctor visits and a refund for medical costs once the safety net is reached.
Upcoming event for business owners
At this event for business owners, our Investment and Wealth expert Michelle Griffiths will take you through various investment strategies and how to grow the success of your business.
Borrowing Capacity Falling
In this update:
– Borrowing Capacity falling
– Rental market strongly favours investors
– Responses to the changing market
AND MORE
2022-23 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government’s first Federal Budget on 25 October 2022.
The following provides the key points in relation to business, individuals and superannuation.
TAG features in the AFR
Emma Partenza, our Superannuation & Advisory Manager was recently asked for her expert comment in the Australian Financial Review. Read the article here.
Estate Planning Checklist – The Essentials
When thinking about estate planning for you and your family, there are many issues you should take into consideration. This checklist will give you a better understanding of why you should get your estate plan taken care of.
Top 10 benefits of seeking financial advice
The FPA recently commissioned some research and delved into the top 10 benefits of financial advice. Here’s what they discovered.
A Short Course – Investing in Property
In this video short course, Michelle takes you through the ins and outs of investing in property, and the importance of making educated investing decisions.
Why rents are rising in many parts of Australia
In this loans update:
– Rent rising in parts of Australia
– Home loan activity falls
– Property prices increase by 382%