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What happens to my super when I move overseas?

You might be leaving the country for a variety of reasons – career prospects, love, adventure, new opportunities …

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Investing in investment bonds

Investment bonds are long-term investments that may offer tax efficiency to investors on a high marginal tax rate …

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Retirees: How to beat Inflation before it beats you

Investors with long memories – or a good education – will recall the bad old days when inflation …

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Economic and market commentary

Investors remained focused on rising inflation and the possibility of policy settings being tightened worldwide. Bond yields continued …

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Do life insurance products cover mortgage payments?

You’ve worked tirelessly to own the home of your dreams. But if you suffered from an injury or …

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An overview of the main residence CGT exemption

Generally, a property, including a taxpayer’s main residence, ie their family home, is considered to be a Capital …

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Adding more to your retirement savings: is it worth it?

There’s no denying that being proactive with your super may be key to increasing your retirement savings. As …

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Increasing your Age Pension entitlements by renovating the family home

One of the quirks of Australian society, including its taxation system, is that it puts home ownership at …

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How is your credit score affected by COVID-19?

If you’re one of the many Australians financially impacted by COVID-19, who have deferred $218 billion worth of …

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Downsizing your home? Understanding the downsizer contribution

Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did …

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  • Home
  • About Us
  • Our Services
    • Retirement Planning
    • Superannuation and SMSF’s
    • Investment Advice
    • Life Insurance
    • Cashflow Management and Debt Strategies
    • Estate Planning and Family Wealth
  • Testimonials
  • Resources
  • Contact Us