Latest Articles

Why you should write a Will

Why you should write a Will

You probably have a good idea of who you’d like to give your hard earned assets to when you’re gone....
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Three ways to invest for passive income

Three ways to invest for passive income

Living off the income from investments is a dream for many Australians. Along the way, passive income can help cover...
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Getting the best from your professional relationships

Getting the best from your professional relationships

You might have a regular accountant you see at tax time who helps you sort out what you owe the...
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Aged care facility choices

Aged care facility choices

Aged care made simple: what you need to know Navigating aged care can be quite a challenge, especially with the...
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Star performers: which investment types delivered the best returns in 2024-25?

Star performers: which investment types delivered the best returns in 2024-25?

Sharemarkets continued to make headlines in the 2024-25 financial year but the best performers for investors seeking high returns broadened...
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Making the most of a salary increase

Making the most of a salary increase

It’s exciting to get a pay rise and when you’ve earned it, you often feel like it’s a deserved reward...
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Helping your grandkids purchase their first property

Helping your grandkids purchase their first property

Supporting your adult children or grandchildren in purchasing their first property can be a fulfilling way to help them achieve...
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Having a baby

Having a baby

New babies are a wonderful addition to your life. Planning ahead for parenthood can help you give your growing brood...
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Secure your email

Secure your email

In today's world, we manage a significant part of our lives through emails. We use them to communicate with friends,...
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Reserve Bank cuts interest rates by 0.25 percentage points in August in unanimous decision

Reserve Bank cuts interest rates by 0.25 percentage points in August in unanimous decision

In short: The Reserve Bank cut interest rates by 0.25 percentage points in August to 3.6 per cent, after July's...
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Protecting retirement income from inflation

Protecting retirement income from inflation

Protecting retirement income from inflation The fall in inflation from multi decade highs is good news for the Australian economy....
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How much super do I need to retire in Australia?

How much super do I need to retire in Australia?

The amount of super you need to support your retirement will depend on what kind of lifestyle you’re hoping to...
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Australian housing market update

Australian housing market update

Australian housing values rose another 0.6% in June, marking a fifth straight month of growth since conditions flattened out through...
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Economic update August 2025

Economic update August 2025

Global Financial markets rallied in July after the US struck trade deals with Japan and the EU, which involved a...
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Carry forward concessional contributions

Carry forward concessional contributions

If you’re looking for ways to potentially increase your retirement savings while reducing tax, carry forward concessional contributions could be...
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2025 financial year in review

2025 financial year in review

A strong year for share returns Global shares delivered very strong returns in the past financial year. Optimism on the...
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When you need a Will and who can help

When you need a Will and who can help

Wills aren’t just for later in life and you should really have one when you start earning. And as money...
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Tariff uncertainty and what this means for retirement income

Tariff uncertainty and what this means for retirement income

One of the keys drivers of happiness in retirement is the peace of mind that comes from financial security. However,...
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Is it worth salary sacrificing into super?

Is it worth salary sacrificing into super?

We're all familiar with the concept of super. It's that portion of our salary that employers are required to contribute...
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How worried should I be about running out of money when I stop working?

How worried should I be about running out of money when I stop working?

It’s not unusual to be worried about running out of money when you stop working. A recent survey of Perpetual...
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