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Are you eligible for school subsidies?
January 18, 2017
With 2017 now in motion, many parents and carers are looking at how they’ll cover school fees for the year ahead, not to mention other costs, such as new uniforms, shoes, stationery and software. The Schoolkids Bonus was phased out in July last year1, but the good news is you may still be eligible for...Read More
What is your excuse for not having a will?
January 16, 2017
By guest author Chloé Kopilovic When you die, you die. Nothing can be done from the grave that you haven’t planned for already. I’ve had many clients come in during their twilight years to make their first will. As surprising as this may seem, it’s actually quite common. The following are the reasons I hear most...Read More
How to cope with losing independence
January 12, 2017
Few, if any of us, look forward to losing independence. In fact, research reveals that 75% of older people feared losing independence while only 29% feared dying1. It also revealed that 44% were worried about moving into an aged care facility. Whether a physical, social or emotional reason prevents complete independence, it generally brings a...Read More
What is a redraw, a line of credit and an offset account?
January 12, 2017
Answer Getting a home loan can be exciting but if you’re not up to speed on what you need to know, it could be a stressful and exhausting experience. In this jargon-buster, we look at the meaning of some common terms to help you understand what to look out for when you’re applying for, and...Read More
Take a moment to check your super
January 12, 2017
If you’re enjoying some down-time over January, it’s worth taking a few minutes to check your super savings. It’s a simple step that could leave you a lot better off further down the track. Most employers do the right thing and make regular compulsory super contributions for their employees. However, some do not, and a...Read More
Six super terms that should be on your radar
December 23, 2016
We want to empower you to take control of your finances and own your tomorrow. But we know it’s not always easy. The language of finance can be complex and confusing. In our latest jargon buster article, we explain superannuation terms in everyday language. Preservation age To access your super savings without restrictions you generally...Read More
7 steps to setting up an SMSF
December 15, 2016
It can be hard to know where to start or what’s ahead when you embark on setting up your own self-managed super fund (SMSF). You might like the idea of having greater control over your retirement savings, but there will be other things to consider, such as whether you have time to manage an SMSF...Read More
Seven Tips For Securing A Business Loan
November 29, 2016
Securing a business loan in Australia isn’t necessarily difficult but knowing how to navigate your way can be the difference between success and failure. Banks and other financial institutions offer a wide range of business finance options, from commercial property loans, commercial vehicle leases, and commercial and equipment leases, to simpler options such as letters...Read More
What is trauma insurance?
November 29, 2016
With one in two Australian men and one in three Australian women expected to be diagnosed with cancer by the age of 851, many families are learning first-hand how an illness can interrupt their lives. But should the worst occur, the home loan and school fees will still have to be paid – on top...Read More
What is an Enduring Guardian?
November 21, 2016
You can choose who can make decisions on your behalf regarding your medical and dental treatment and decide where you live if you are not capable of doing this for yourself. These are known as “functions”. The easiest way to do this is to appoint an enduring guardian. The appointment of an enduring guardian takes...Read More