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A Salary Sacrifice Case Study – It’s not really a sacrifice

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By Jarryd Thraves, Financial Advisor If you are earning more than you need to live comfortably, salary sacrificing may be an attractive option to reduce your tax, boost your superannuation and prepare for a more comfortable retirement later on. Salary sacrificing simply involves having part of your salary paid into your superannuation fund by your […]

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Australian Expats Selling Real Estate in Australia – The Tax Trap

By David Baruffi, Financial Advisor There are two historic changes in Australian Tax Law that have wide reaching effects on Australian Expats (Australian Non-residents for tax Purposes) selling real estate in Australia. On the 8/5/2012 the Australian Government removed the 50% Capital Gains Discount that applied on the sale of residential property (and other CGT […]

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How do you close an SMSF?

By David Baruffi, Director Traditionally self-managed super funds were established so that the trustees/members had greater control of their investment strategy and the diversity of investment assets to invest in. Fees were lower and there was pension flexibility. Today, however, the increased obligations of the trustee are making SMSFs less attractive, particularly for older trustees […]

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The Importance of an Enduring Power of Attorney

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By Greg Major, Director My 19 year-old son is currently on a nice one-semester exchange in Toronto, Canada, studying at the University of Western Ontario. As a good financial advisor, I took the trouble to ensure that before he left, he prepared an Enduring Power of Attorney, so that whilst he was away, I could […]

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Don’t wait until your 60s to see a financial adviser

By Dee Chan, Financial Advisor Ask most 30-year-olds who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they? Well, yes, people nearing or in retirement will benefit from sound advice. But so will younger people. With the […]

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Is household debt consuming you?

By Katrina Beaumont, Accredited Mortgage Consultant By the end of 2018 Australia had, relative to the size of its overall economy, one of the highest levels of household debt in the world. At 127% of gross domestic product (GDP), our household debt, as a percentage of GDP, had nearly doubled over the last 20 years. […]

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The importance of insurance

Reducing stress during difficult times Brad Martin, Blueprint Wealth Financial Advisor, shares a story in the following video about one of the first clients he worked with when he began his career as an advisor in 2007. The experience with this family reminds him each day why insurance is so important. ? Hi, I’m Brad […]

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How might divorce affect insurance cover?

By Dee Chan, Financial Advisor More than 45,000 Australian couples divorce each year, and almost half of those divorces involve children under the age of 18. Thousands of de facto relationships will also come to an end. Regardless of the type of relationship, it is a time of great emotional stress. This stress is intensified […]

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How much do I need to start investing?

By Dee Chan, Financial Advisor Far from being the realm of the rich, building an investment portfolio is something that most people can do. It can start as a simple savings plan – a few dollars in the bank – before expanding into a diversified portfolio containing a range of asset classes. Getting started may […]

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Free Webinar: Learn how to budget for today and save for tomorrow – Available now!

Have you heard the fable of the Ant and the Grasshopper? The Grasshopper lives for the moment – is all about today, while the Ant is always busy working and squirreling food away for the future. Achieving the right balance between living for today and saving for tomorrow can be tricky. Please listen to our […]

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