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A guide to active and passive investing

August 15, 2024

Investment funds can be broadly split into two categories – active and passive. And while both options play a part in an investment portfolio, it’s …

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Will I pay tax on my super when I retire?

August 3, 2024

Tax is often the last thing on our minds when we’re planning for retirement but it’s important to understand how your retirement income will be …

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Why you need insurance and what are your options

August 3, 2024

We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve asked …

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What are some investment options outside of super?

August 3, 2024

When it comes to investing, you have two options – inside or outside of super. Super, being a longer term investment designed to fund your …

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Tax time checklist for property investors

August 3, 2024

In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning a collective 3.25 million homes1, …

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How to protect yourself from super scams

August 3, 2024

Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone tries …

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2023-24 saw strong investment returns again – but can it continue?

July 5, 2024

Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts …

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Super and tax – what’s changing on 1 July 2024

July 1, 2024

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come …

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How to reduce your mortgage interest rate and fees

How to reduce your mortgage interest rate and fees

July 1, 2024

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket …

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How debt can help you build long-term wealth

July 1, 2024

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear …

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BKS Wealth Solutions

0457 105 914
advice@bkswealth.com.au

Suite 319, C307
Level 3, Eastland Shopping Centre
175 Maroondah Highway
Ringwood VIC 3134

PO BOX 48, Bulleen VIC 3105

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