Granny flat arrangements within the context of the gifting rules
There are special rules for granny flat arrangements that may prevent the deprivation rules from applying. However they must satisfy a range of requirements. Retirees …
Economic update
July was a relatively uneventful month in financial markets and volatility remained low. Generally speaking, risk assets continued to perform well despite a sharp increase …
Are you getting the Age Pension you’re entitled to?
If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket. These changes impact the assessment …
Why do you need superannuation?
When you’re just starting out in the workforce, it’s easy to see superannuation as money that’s not quite yours. After all, if you’re focused on …
More super for eligible employees from 1 July 2023
Compulsory super contributions paid by employers went up in July. Here are 8 things you should know, including what it could mean for your take …
How to get more from your 2023 tax return with super contributions
We all want to make the most of our tax return each year. Did you know, other than claiming the usual work related expenses, certain …
15 common sense tips to help manage your finances
Shop around We often shop around to get the best deal when it comes to consumer items but the same should always apply to services …
2022-23 saw investment returns rebound – but is it sustainable?
Key points – After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling …
What is the retirement age in Australia?
When will you be ready to retire? There are two important ages you need to consider when thinking about retirement – preservation age when you …
What are the steps to investing?
Want to invest but don’t know where to start? Here are five basic steps for investing. Define your goals Taking the first step on your …