Christmas Gifts that won’t break the Budget
Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and of course, gift giving. This...
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Tax deductible donations: Get the most out of giving back
Donating to a charity or cause you care about is a win-win for both you and the charity. Charities rely...
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Why should I see a financial planner?
Financial planning is something more and more people are considering as a service they need to help them get the...
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Should you merge your finances with your partner?
The COVID-19 pandemic has changed many aspects of our daily lives, and romance is no exception. While lengthy separations have...
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5 steps to better financial goals
Everyone has financial goals. Maybe you want to pay off your mortgage early, stop relying on your credit cards, or...
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What alternative assets bring to your super investment mix
Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are...
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Market volatility during COVID-19
Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such...
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What happens to my super when I move overseas?
You might be leaving the country for a variety of reasons - career prospects, love, adventure, new opportunities - or...
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Investing in investment bonds
Investment bonds are long-term investments that may offer tax efficiency to investors on a high marginal tax rate and those...
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Retirees: How to beat Inflation before it beats you
Investors with long memories – or a good education – will recall the bad old days when inflation was the...
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Economic and market commentary
Investors remained focused on rising inflation and the possibility of policy settings being tightened worldwide. Bond yields continued to rise...
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Do life insurance products cover mortgage payments?
You've worked tirelessly to own the home of your dreams. But if you suffered from an injury or illness that...
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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?
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
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
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
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
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
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?
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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