Insights

About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or

Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed

Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you

Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different

For those getting ready to stride into the world of home ownership, the uncertainties of pre-approval can cast a shadow of doubt over an otherwise

If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements

In the space of a year – and 12 official interest rate rises – plenty of positively or neutrally geared investment properties have slipped into

What is redraw? Let’s say you’ve made a habit of paying more than your minimum scheduled home loan repayments. This means you’ll have money available

The Australian Government has announced the following 3 measures to assist small businesses that have an aggregated annual turnover of less than $50 million: Small business

As a small business owner, it is normal to feel the pressure to be “on” all year round (because sadly, the bills don’t pause during

Retirement planning strategies For financial adviser Tuy, financial advice isn’t about making the most money all of the time. “It’s about coming up with solutions

Key points: The Intergenerational Report 2023 released by Treasury gave Australians insight into the national economy from 2023 until 2062 – 2063 The care and