Tax tips for End of Financial Year 2023/24
Andrew Dunbar
Jun 03, 2024
As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead. …
End of financial year strategies to maximise your finances
Tammy Tan
May 01, 2024
With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…
Planning for the cost of education in 2024
Andrew Dunbar
Apr 05, 2024
In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…
Seven tips for fostering a healthy attitude to money in children and teens
Andrew Dunbar
Feb 06, 2024
Attitudes towards money are often shaped during childhood and will have a lasting impact, defining financial behaviours well into adulthood. Sometimes, this is copying behaviours, whether positive or negative, and…
Kickstart 2024 with clear financial goals
Andrew Dunbar
Jan 08, 2024
As we usher in the new year, many of us are thinking about our goals for 2024, keen to ensure we’re moving in the right direction. To start the year…
Five new Christmas traditions to consider in 2023
Andrew Dunbar
Dec 05, 2023
Coming out of the pandemic, many of us found ourselves challenging long-held values and considering how to spend more time with the people we love and doing the things that…
Ask an Adviser: What is a private ancillary fund, and how can I set one up?
Andrew Dunbar
Sep 28, 2023
Many of us want to make an impact through philanthropy, and if it’s one of your goals, it should be part of your financial plan. Our advisers are often asked…
Ask an Adviser: What is the Downsizer Contribution, and will it impact my Centrelink entitlements?
Tammy Tan
Sep 05, 2023
Australia’s downsizer contribution scheme has gained notable attention as a strategy to boost retirement savings. But what exactly is it, and how does it impact Centrelink payments? We asked Apt…
Can I get US social security if I retire in Australia?
John Versace
Aug 17, 2023
As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have…
Want more confidence about your retirement? Here’s why a financial plan may be the answer.
Andrew Dunbar
Jul 19, 2023
Financial services firm Vanguard released their landmark How Australia Retires report recently, exploring Australia’s attitudes to retirement. In the wake of COVID-19, attitudes have shifted in many areas, but finances…
Cash Flow Discipline for Professional Service Partners
Preston Foster
Jul 10, 2023
As a new partner in a professional services firm, you will likely experience a significant change in income. This usually comes in the form of a large salary increase and…
