Financial Planning News and Insights

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…

When it comes to managing your self-managed super fund (SMSF), a lot is at stake. How your fund is managed can make or break your retirement. And when you have…

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…

A self-managed super fund (SMSF) is essentially a private superannuation fund set up for individuals (up to six) to manage their own retirement savings. Today, according to ATO data, Australia…

At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global…

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…

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…

Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of Australians are expecting an inheritance and they intend to spend some or all of it to purchase property or pay off existing debt.

The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you…

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…

Estate planning can be complex, particularly when it comes to the tax implications. Our advisers are often asked whether estate taxes apply to superannuation, so we asked Compliance Manager Tammy…

We recently wrote about the Government proposal to levy additional tax for those with $3M+ super balances. This legislation is now before parliament, and we provide a reminder about it…