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How redraw facilities and offset accounts can save you money

Insights
Most of us have probably heard of the terms ‘offset account’ and ‘redraw facility’, but what actually are they, and how can you use them to leverage your wealth?  This article explains what offset accounts and redraw facilities are, how they can benefit property owners, as well as considerations to make before taking them out.…

16 tips for saving on your next holiday

Budget, Insights, News
We know how costly holidays can be, especially with extra expenses such as insurance, eating out, tours and excursions all loaded on top. But saving for a holiday isn’t complicated, and shouldn’t stop you from experiencing the world with your family and friends. There are hundreds of budgeting hacks online.  But to save you time…

Changes to super on July 1

Insights, News, Super
As the new financial year approaches, there are several key super changes that may impact your ability to contribute to your superannuation. It’s important that you’re aware of the changes so that you can take advantage of these opportunities to make the most of your nest egg. Superannuation Guarantee (SG) increase The compulsory Super Guarantee…

5 super tax saving strategies

Insights, News, Super, Tax
We’re approaching the end of the financial year and many Australians are scrambling for ways to pay less tax. Here are five tax-saving strategies that you can do with your super that will put more back in your pocket at tax time. 1. Salary sacrifice One of the simplest tax-saving strategies with super is salary…

10 tax tips for getting extra cash this end of financial year

Insights, News, Super, Tax
The end of the financial year is almost here and many Australians are scrambling to find ways to reduce their tax.  While we encourage taking a longer-term, strategic view on tax planning, there are a few quick tax tips for getting extra cash in your back pocket. We highly recommend you seek the services of a…

How to invest in a socially responsible way

ESG, Insights, Investing, News, Super
Most of us genuinely want to do good in the world.  This includes investing in a socially responsible way that is aligned with our values. Here we explain what socially responsible or ethical investing is and how to take control of your investments. The growth in socially responsible investing Many people are trying to live more…

What are the pros and cons of ethical investing?

ESG, ETF's, Insights, Investing, News
We are seeing a strong trend towards investors wanting to know that their investments are making a positive impact in the world with ethical or socially responsible investing. Here we discuss some of the pros and cons of ethical investing, so you can work out if it’s the right approach for you. What is ethical…

How ethical funds can help de-risk your portfolio

ESG, Insights, Investing, News, Super
Ethical investing was once considered a fringe area within financial markets. But now, investors are starting to understand this approach can help de-risk a portfolio and generate sustainable returns over time. Let’s take a look at the rationale behind ethical investing and one new option for investors to achieve a cost-effective, ethical allocation to the…

Why everyone should have a will

Insights, News, Tax
Marina* was only thirty when she unexpectedly passed away.  The sudden shock of her death left her family naturally devastated, but also at a loss of what to do with her estate.  You see, while Marina didn’t have a property, a stack of cash or a valuable art collection to her name, she did have a $500,000…

Cryptocurrency and Australian tax: What you need to know

Insights, Investing, News, Tax
In the past, the cryptocurrency market has been a bit like the wild west, with plenty of hacking, scammers and thieves trying to convince people to part with their money.  As cryptocurrency is becoming more mainstream, regulations are forming around the asset class and authorities are warning that they’re catching up with the digital world. As…

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