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Top 4 myths of estate planning

In this world nothing is certain but death and taxes. (Benjamin Franklin) However, 45% of Australians do not have a valid will.* While not always easy to talk about, estate planning is a critical part of any financial plan. Jason Laming, Blueprint Wealth financial advisor, shares the top four estate planning myths he comes across. […]

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8 common financial mistakes people make in their 30s

Friends laughing together outside

By Dee Chan, Financial Advisor Climbing the career ladder, perhaps buying a home and starting a family – the 30s are an exciting stage of life. However, the decisions made now can make a big difference to future financial well-being, and with so much going on it is understandable, even inevitable, that the best decisions […]

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Placing your family wealth in trust

Family watching sunset on hill.

By Dee Chan, Financial Advisor The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends on many factors, such as the […]

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2019 Australian Federal election and investors

Sunset image of parliament house in Canberra.

The Federal Election Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital, shares his perspective on the upcoming Australian Federal Election. Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured Senate and “minority […]

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2019-20 Australian Federal Budget

The long-awaited surplus and the promise of more tax cuts ahead of the election Key points The 2019-20 Budget “delivers” the long-awaited surplus and increased fiscal stimulus mainly via tax cuts/offsets. The main risk is that the revenue boost is not sustained & the budget continues to have relatively optimistic assumptions regarding wages growth. The […]

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Women: achieving a comfortable retirement

Grandmother walking in warmth of sun with granddaughter.

Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect of a […]

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Managing the transition of your interest-only loan

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By Katrina Beaumont, Accredited Mortgage Consultant Just over four years ago Sarah bought an investment property. To help pay for it she took out a $400,000, 25-year mortgage that offered interest-only (IO) repayments for the first five years. At an interest rate of 4% per annum those initial repayments amounted to $1,333 per month.[1] The […]

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Retirement – it’s time to get busy!

By David Baruffi, Financial Advisor Many people eagerly anticipate retirement. Others view its approach with trepidation, worried over how they’ll fill their days. Bob retired from work in his early sixties and, deciding he was way too young to retire from life, downsized his suburban home for a country lakeside retreat. He bought a little […]

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Webinar: 10 Essential Tips for First Home-buyers

Blueprint Wealth hosted a free 30-minute webinar on 21 March 2019 where we shared tips, tools and insights to help you make the best choices on your home or property purchase. What was covered? Kate Beaumont covered the First Home Owner Grant (FHOG), ‘surprise’ expenses (and how to plan for that), home loan eligibility, savings […]

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New rules for credit cards: what do they mean for you?

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By Dee Chan, Financial Advisor The name John Biggins may not sound familiar, but the banking industry has much to thank him for. Mr Biggins, a Brooklyn banker, was the brains behind the very first credit card in 1946. Known as the Charg-It card, it led to Diners Club membership cards and store cards, revolutionising […]

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