Financial Planning
Federal Election 2022 – what could this mean for you?
A number of changes were proposed by the Government during the election campaign, and support was also announced for a number of proposals made by the previous Government. So where do things stand, what’s next, and how could these proposals impact you? Below is a summary of some of the key announcements to date, and…
Read MoreFirst Home Super Saver scheme – how does it work?
From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home. Under the scheme, voluntary concessional and non concessional contributions made on or after 1 July 2017 may be released from super to help you purchase…
Read MoreFederal Budget Video Update 2022
Why aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing. If you have had a family member in aged care over the period of lockdowns and were not able to visit…
Read MoreA new year is a chance for a fresh start
New year is a great time for making lifestyle changes, however, for goals and changes affecting your financial health, there’s often no better time than when starting a new job. Well 2022, it has to be better than the last two years, right? With everything that has been going on the last two years, you…
Read MoreThere’s an app for that
It seems we are increasingly using apps in everyday life. Apps can help us manage certain aspects of our lives, tap into things that are of interest to us, or keep track of different goals. We can use apps to look up movies, events and shows and book tickets within minutes; we can use apps…
Read MoreIs it time to get your Will up to date?
New Year Resolutions may include many things. It may mean that now is the time to think about whether your financial plan needs to be reviewed in light of any changes to your circumstances, and if your Will is up to date and estate planning is in order. One of the key aspects of estate…
Read MoreThe True Value of Advice – Confidence delivered!
Tax tips and tax return checklist 2020/21
To help you complete your tax return, especially if you’ve been working from home , thischecklist outlines income and expenses you need to disclose to the Australian Taxation Office(ATO) when lodging your return. We’ve also provided an overview of the types of tax off sets anddeductions you may be entitled to claim plus other handy…
Read MoreHow will the Federal Budget affect you?
During this year’s Federal Budget announcement Treasurer Josh Frydenberg stated“Australia is back!”. The Budget proposes positive changes to superannuation, an extensionof the low and middle income tax offsets and a boost to aged care services. SummaryWe’ve summarised some of the key points from the Budget below but, remember, these are subject tothe passing of legislation:•…
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