Latest Articles

An overview of the main residence CGT exemption

An overview of the main residence CGT exemption

Generally, a property, including a taxpayer's main residence, ie their family home, is considered to be a Capital Gains Tax...
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Millennials and money: what does the future hold?

Millennials and money: what does the future hold?

The first millennials (born between 1981 and 1996) are turning 40 this year. Still, despite more than twenty years in...
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How to invest ethically

How to invest ethically

Ethical investing involves using your ethical principles to filter and guide your investment decisions. The practice has been around for...
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How ‘Buy Now Pay Later’ affects your credit score

How ‘Buy Now Pay Later’ affects your credit score

In recent years, ‘buy now pay later’ (BNPL) has become an increasingly popular method for consumers looking to purchase goods...
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Demand for financial advice doubles in five years

Demand for financial advice doubles in five years

If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got...
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7 ways to stay active and healthy in retirement

7 ways to stay active and healthy in retirement

When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that...
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Your 7-point retirement planning checklist

Your 7-point retirement planning checklist

You might feel emotionally ready to retire but you’ll want to make sure you’re financially ready too. Socialising with mates,...
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Should I still change jobs despite COVID-19?

Should I still change jobs despite COVID-19?

Go back a month or two and you’d be forgiven for thinking we were on the fast track to pay...
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Mortgage versus super – a common dilemma

Mortgage versus super – a common dilemma

Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt-free turning their attention...
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How salary sacrificing into super could work for you

How salary sacrificing into super could work for you

An effective way of building your super savings (and potentially reducing your taxable income) is through salary sacrificing – that...
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Financial rights and wellbeing for LGBTI couples

Financial rights and wellbeing for LGBTI couples

Since marriage equality was achieved in 2017, LGBTI people have had access to the same legal and financial rights as...
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11 things everyone should know about their super

11 things everyone should know about their super

Super is there to provide you with an income when you stop working and it may provide a tax-effective way...
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Women and superannuation – how the pay gap can impact your super

Women and superannuation – how the pay gap can impact your super

According to the Australian Bureau of Statistics, women are retiring with 37% less than men in their super accounts, which...
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Should you use your super to save for a home?

Should you use your super to save for a home?

Getting money together to buy your first home can be a big ask. As well as a deposit (ideally 20%...
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Money worries and your mental health

Money worries and your mental health

It’s been a trying time for many people, with our collective mental health taking a toll as the COVID-19 pandemic...
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How to use your tax return to build a stronger financial future

How to use your tax return to build a stronger financial future

Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile. For...
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Creating an emergency budget that works for you

Creating an emergency budget that works for you

It could take months, even years, to clear debt – especially if you used your credit card and you know...
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Aussies are losing millions to financial scams: Here’s how to spot one

Aussies are losing millions to financial scams: Here’s how to spot one

Scams and cybercrime are booming in the wake of the COVID-19 pandemic, leaving thousands of people out of pocket. Investment...
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Adding more to your retirement savings: is it worth it?

Adding more to your retirement savings: is it worth it?

There’s no denying that being proactive with your super may be key to increasing your retirement savings. As an investment...
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Increasing your Age Pension entitlements by renovating the family home

Increasing your Age Pension entitlements by renovating the family home

One of the quirks of Australian society, including its taxation system, is that it puts home ownership at the centre...
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