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Love Me, Love Me Not: Financial Considerations for Moving in Together

Moving in with a partner can be an exciting time, but don’t just jump in. Take the time to think upfront about the financial practicalities and what it could mean if things don’t go according to plan. This might apply to you or a loved one.

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What is negative gearing?

Negative gearing is a wealth accumulation strategy that often also aims to minimise tax. In this animation, we demonstrate what negative gearing is and several of the important considerations around utilising this strategy for wealth creation.

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Small business CGT concessions

If you are considering selling a small business or the assets it uses, you may be eligible for a range of CGT concessions to help reduce the capital gains tax associated with the sale. We discuss the several concessions that may be available to you.

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Exploring goals-based investing

The foundation of goals-based investing lies in ensuring that there is alignment between your financial goals and objectives, tolerance for risk and the way your investment portfolio is ultimately invested. We explore this in a little more detail.

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Building your team: Financial adviser

In our busy lives, we often have multiple competing short-term priorities whether work-based or on the home front.

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TPD claim definitions explored

For many of us Total and Permanent Disablement cover forms a component of our overall personal insurance plan; in the event of a disabling sickness or injury it has been designed to help to take the financial stress off the table at a time when our world has been turned upside-down. In this article, we explore the types of claim definitions available and their respective differences.

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An end of financial year checklist for SMSFs

Running your own self-managed super fund comes with a range of ongoing administration and reporting responsibilities and many of these fall around the end of financial year.

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Interest rate predictions in 2017

A belief held by many economists is that there is at least one more interest rate cut expected from the Reserve Bank of Australia this year should employment, wages growth, and household spending continue to remain sluggish. We examine interest rate predictions and what they may mean for you.

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Medicare & private health insurance

The ongoing debate about private health insurance appears to be a constant one among Australians, especially when premium increases each year come to the forefront. We look at several reasons to consider retaining or taking out private health insurance.

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57 years apart: A boy and a man talk about life

What would you do if you were given the chance to talk to your younger self? Would you try and provide some advice to change one or two decisions you made in life? A boy and man sit down together and discuss life from their perspectives and then provide each other with some friendly advice.