Sending more to the tax office than you should?

Can you keep more money for yourself and work towards being better off from 2017? As the year-end fast approaches, it’s a good time to think about how you can start working towards being better off. Before the end-of-year holidays start shifting into full swing and before you know it ...
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Make the most of the current super caps

Consider John and Jane’s story before new rules limit your super contributions and pension transfer options. John’s aged 65 and Jane is 60—they’re both about to retire. John has super assets totalling $2 million and Jane’s super balance is $300,000. Because neither has made a non-concessional contribution (NCC) recently, the ...
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Should you own the roof over your head?

When it comes to the rent-versus-buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy a house but it all seems out of reach right now. Are you asking whether it’s still a good idea ...
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Safeguard your ability to pay off your home loan

It’s not unusual that life can be smooth sailing one minute and throw you a curveball the next. You might be hit with an injury or illness, a reduction in income or redundancy, a separation from your partner, or even a death in the family—all of which can be difficult, ...
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2017-18 Federal Budget update

Here’s a roundup of some of the key Budget proposals put forward, and a look at how they might affect your financial goals — whether you’re starting out in your working life, building a career and family, or enjoying the fruits of your labour in retirement. Remember, at this stage ...
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