Review Requested

We'll be in touch within 24 business hours, but in the meantime feel free to read the latest on our blog.

Market Wrap

By Katrina Haskew | 27 Jun 2019

Markets faltered… The rally from December lows faltered in May with most equity markets down for the month. Global shares were down 6% and 4.4% in hedged and unhedged terms, respectively. Domestically, Australian shares outperformed international this month with 1.7%…

Read More

Superannuation: Too important to ignore

By Katrina Haskew | 30 May 2019

Superannuation is the one thing you could do for your financial future this year, that could make a big difference to your retirement income. But how much do you really need? That’s a big question. As we know, everyone’s needs…

Read More

Tax tips and tax return checklist

By Katrina Haskew | 30 May 2019

To help you complete your tax return, this checklist 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 and…

Read More

Market Wrap

By Katrina Haskew | 29 May 2019

Markets continue to recover… The rally from December lows has flowed into April with most markets positive. Global shares were up 4.6% and 3.9% in a hedged and unhedged terms, respectively. Domestically, Australian shares continue to lag international this year…

Read More

Protect Your Income

By Gerard Haskew | 30 Apr 2019

If you’re employed or self‑employed, income protection insurance can replace up to 75% of your pre-tax income if you are unable to work due to illness or injury. Why protect your income? If you are unable to work for an extended…

Read More

Smart super strategies for this EOFY

By Katrina Haskew | 30 Apr 2019

Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1.   Add to your super – and claim a tax deduction If you…

Read More