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Superannuation & Investments

9 Tips for Healthy Financial Habits

Andrew Dunbar

Feb 20, 2019

Here are our tips for creating healthy financial habits that won’t see you giving up everything you enjoy!

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How will the Royal Commission findings impact you?

Andrew Dunbar

Feb 14, 2019

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry handed down its report on 4th February, and while there was much speculation about tighter lending criteria that…

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What US citizens living in Australia need to know about superannuation

John Versace

Jan 07, 2019

Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes…

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For US citizens calling Australia home- navigating tax can be a challenge

John Versace

Nov 09, 2018

Australia has always been a popular place for US citizens to call home. Whether it be for career opportunities, following loved ones, or a change in lifestyle, thousands of US…

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Is your financial future protected?

Andrew Dunbar

Nov 07, 2018

When planning finances and how to achieve financial independence, one of the biggest mistakes Australians make is assuming that they will have a healthy income over the course of their working life. But life is unpredictable, so what happens when injury or illness gets in the way?

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Is retiring overseas an option?

Andrew Dunbar

Sep 04, 2018

Retirement should be a time we all look forward to. But as it moves closer, the reality of how much money you need to maintain the lifestyle you desire can be daunting. For many, the rising cost of living in Australia is tempting them to pack their bags for locations like Thailand and Spain, where even the most modest of retirement funds can provide a luxurious lifestyle.

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