Create Wealth
Unlocking the Power of Strategic Investing: A Beginner’s Guide to Building a Solid Financial Future
Discover the essentials of strategic investing with this beginner’s guide. Learn how to make smart investment decisions, build long-term wealth, and create a solid financial future with confidence.
Read MoreStrategies for a Secure Retirement In Australia
Introduction Retirement is a milestone that many Australians look forward to—a time to relax, pursue passions, and enjoy the fruits of decades of hard work. Yet, for Generation X (those born between 1965 and 1980), the path to a secure retire- ment is less certain than it was for their parents. Economic shifts, evolving superannuation…
Read MoreThe Silver Rule of Investing
The Silver Rule of Investing helps you avoid unnecessary risks and protect your capital for long-term success.
Read MoreSEIZING OPPORTUNITIES
How Advisers Can Guide Clients Through the 2025 Australian Commercial Property Landscape 1. Introduction: The Evolving Commercial Property Market The Australian commercial property market is undergo- ing a critical transition. After several years of uncertainty due to fluctuating interest rates, evolving work habits, and economic headwinds, 2025 presents new opportunities for investors, business owners, and…
Read MoreUnlocking the Power of SMSFs
A Family’s Guide to Superannuation Control and Flexibility Navigating the world of superannuation can often feel like charting unknown waters, especially for families looking to make informed financial decisions. Self-managed super funds (SMSFs) offer a unique opportunity for those seeking superannuation control and flexibility, allowing families to pool their resources and tailor investment choices to…
Read MoreHow to protect your assets from expensive mistakes
Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets in the event that you need to pay compensation. Lawsuits Lawsuits can arise for a…
Read MoreSMSF regulatory update
The Australian Taxation Office (ATO), as self-managed super funds (SMSFs) regulator, has recently announced it will contact approximately 17,700 SMSF trustees in relation to their investment strategy. This is due to growing concerns that some SMSFs are invested in an overly concentrated manner, typically with real property. The ATO statement can be found here. The ATO…
Read MoreFive ways to stick to your financial resolutions
Setting a financial goal for the New Year? Take Steps to make it work It’s that time of year when we set new goals or dust off old ones. But how can we boost our chances of sticking to our financial resolution? Here are some practical tips. 1. Choose an attainable goal It’s good to be ambitious, but you may…
Read MorePut your financial windfall to good use
Received a large sum of money? By taking some practical steps, you can make sure your newfound wealth goes a long way. Windfalls such as salary bonuses and inheritances are more common than many people think. An Australian survey showed that 85% of seniors are likely to leave an inheritance for their children, with an estimated…
Read MoreWhat is adviser-led super?
