Ask an Adviser: How much do I need to retire?
Andrew Dunbar
Sep 24, 2024
How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely unique. Here, we talk to…
How to leave a lasting legacy with a charitable bequest
Andrew Dunbar
Sep 02, 2024
Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…
Tips to navigate property ownership for Australian expats
John Versace
Feb 13, 2024
Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are…
Using an SMSF to purchase commercial premises for medical practitioners
David Maddock
Jan 16, 2024
As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In…
The Pros and Cons of an SMSF
Andrew Dunbar
Jan 15, 2024
A self-managed super fund (SMSF) is not for everyone. It can take significant time to manage, and you must have some knowledge and an interest in staying current on the…
The investment tax-trap expat US taxpayers need to know
John Versace
Nov 08, 2023
Whether you are an Aussie living in the US, or a US Citizen in Australia, managing your finances can be tricky, especially when it comes to the tax treatment of…
Three tips for better cash flow in mixed billing medical practice
Warner Leung
Oct 26, 2023
In medical practice, like any other business, cash flow is king. It’s the key to your ongoing stability and practice success. However, for medical practitioners who have mixed billing across…
Structuring your super to weather financial storms
Andrew Dunbar
Oct 11, 2023
In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event. But as we saw with…
5 reasons to consider investing in Australian shares and listed investments while living in Dubai
Emily Lanciana
Aug 30, 2023
As an Australian living in Dubai, you may be wondering what your options are when it comes to investing any surplus cash. Of course, you have options to invest locally,…
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…
Strategies to minimise the impact of super cap changes
Andrew Dunbar
Mar 07, 2023
Recently, the Australian Government announced that it will be doubling the tax rates on superannuation earnings for those with AUD3M+ super balances in the 2025/26 tax year, which will see…
