Tax Alert September 2023
Lodgement amnesty and new landlord data matching program While the government is boosting the tax deductions available for small business spending on staff training, other
Lodgement amnesty and new landlord data matching program While the government is boosting the tax deductions available for small business spending on staff training, other
We all want to live healthier lives and the rise in apps and wearable devices like smart watches and fitness trackers that help us to
When looking into the financial elements associated with planning for aged care, there is a lot of information out there which can be confusing. With
Find out how to save money every day and make a savings plan to stay on track. Separate and automate your savings An online savings account is
What’s a debt consolidation loan? A debt consolidation loan is a way to combine all your debts – credit card, personal loans, store card etc. – into
The long-term returns of asset classes are a reference point for future retirees. Vanguard’s inaugural How Australia Retires study, released in May 2023, found that people with
More working-age Australians intend to take a career break at some point. We’ve calculated the potential impact of doing so on retirement superannuation balances. Extended
A simple ongoing investment strategy can deliver substantial returns over the long term. The Australian share market, when measured by the broad S&P/ASX All Ordinaries
A new wave of share market listings is forming. But watch out for the potential rips. There have been 17 new company floats on the
Investment markets rebounded in 2022-23. But it’s important to understand that asset class returns vary from year to year. Specific points in time can be
As a home owner with a mortgage, chances are you’ve heard of the term ‘refinancing’. Refinancing involves reviewing your current mortgage, and potentially swapping your
A mortgage is a long-term commitment, which many people enter with a ‘set and forget’ mentality. Most loans are around 30 years – during which
General Advice Warning – The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
LDM Private Wealth Pty Ltd (ABN: 98 630 176 582) is a Corporate Authorised Representative (AR#1273394) and Matthew Dragovic is an Authorised Representative (AR#1003251) both of Focused Financial Advice AFSL 286219.