The Narrative – Winter Edition (2018)

In the Winter edition of The Narrative, we explore your pressing EOFY concerns, including: – how the 2018 Federal Budget affects everyday Australians, – top strategies to get saving in the new year, – how to invest in your future if you have less...
2018 Budget Review

2018 Budget Review

The Federal Budget was handed down on 8th May 2018. Compared to both 2016 and 2017, this Budget was not as significant in terms of its overall impact on our clients, strategies and the broader industry. There were however some important announcements that may impact...

The tax benefits of SMSFs

3 strategies to boost the bottom line. By Penny Pryor (In The Black (CPA Australia)) Trustees start self-managed superannuation funds (SMSFs) for a variety of reasons. Most do it for increased control, but there are some tax benefits that members can accrue if they...

The Narrative – Autumn Edition

In this quarter’s newsletter, we explore some interesting issues, including: –  how to use the equity in your home to build wealth –  the life insurance gap in Australia (why are we lagging behind our international peers?) and –  how to...

As of July 1st 2017, a range of super reforms announced in the 2016 Federal Budget took effect. The impact of the super changes is likely to be positive or neutral for most people and there may be opportunities to grow your super and retire with more. Super remains a...

Debt can be a very useful tool when used properly.  Our technical team has put together an in-depth article to help you use debt effectively to build wealth. Debt can be a very powerful tool when used wisely. For example, using debt, you could buy a house you may...