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

Insights, Investing, News, Super, Tax
Being proactive with your superannuation can significantly boost your retirement savings. Superannuation offers substantial benefits as an investment vehicle, including tax concessions and the power of compounding interest. Why Superannuation Holds Great Promise for Retirement Savings Making additional contributions to your superannuation can significantly grow your balance through tax concessions and compounding interest. During the…

The secret to raising money-wise kids

Budget, Insights, News, Savings
The fear that financial success will ruin the next generation is real. This article offers strategies to ensure that your wealth not only benefits your children but also supports and sustains future generations. Most of us aim to achieve wealth, yet the fear that financial success might negatively impact future generations is real. It’s a…

How is your mortgage interest rate determined?

Insights, News, Savings
Understanding the factors that determine your mortgage interest rate can help you present yourself as a low-risk borrower and potentially secure a lower rate. In this guide, we explain the key elements that influence interest rates, enabling you to improve your chances of getting the best rate for your situation. Mortgage interest rates play a…

Transition To Retirement

Insights, News, Super, Tax, TTF
Crafting the retirement lifestyle, you’ve earned demands thoughtful preparation. Many people are unaware that upon reaching the required preservation age they can access a portion of their superannuation without having to leave their employment via a tailored Transition to Retirement strategy (TTR). Navigating the path to retirement A TTR strategy allows you to enjoy flexible…

Everything you need to know about accessing your super

Insights, News, Super, Tax
Understanding when and how to access your superannuation is essential for making informed decisions about your financial future and ensuring you’re prepared for a secure and comfortable retirement. Superannuation is a key component of your retirement plan. Knowing when and how you can access your superannuation is crucial to making informed decisions about your financial future. In…

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 sacrificing.  Arrange with your…

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.  Here is a list of tax tips for getting…

Take advantage of the small window to save tax before the stage three tax cuts

Insights, News, Tax
Australia is gearing up for stage three tax cuts, promising relief for many taxpayers. However, amidst the anticipation, there’s an opportunity you won’t want to overlook. Currently, your tax deductions hold more value than they will next financial year. By acting now and leveraging your deductions strategically, you can unlock substantial tax savings. Let’s delve…

The differences between ETFs and LICs

ETF's, Insights, Investing, News
ETFs and LICs are two popular investment vehicles that provide access to diversification at a relatively low cost. However, there are significant differences between the two, particularly in terms of structure and management. In this post, we’ll explore the differences between ETFs and LICs to help you make informed investment decisions. Exchange traded funds ETFs (Exchange…

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