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WA Property Market Update July 2022

July 27th, 2022

Over the past few WA Property Market Updates, we’ve covered rising interest rates and the potential impact on the property market – and the July 2022 issue is no different. Earlier in the year, predictions concerning rate rises from the Reserve Bank (RBA) generally outlined one or two increases for the year, in an attemptread more

Responsible Investing – Understanding Your Options

July 22nd, 2022

A lot of what we do in life is better done in a responsible way – driving, raising kids, the whole lot. Investing can be the same, but it is critical that investors understand their options on how they can have their money invested in portfolios that prioritise shares deemed “responsible” from an environmental, socialread more

Differentiating Between Repairs & Maintenance and Capital Improvements

July 18th, 2022

With tax time upon us, many individuals, business owners and their accountants are looking at which expenses can be deducted from last financial year’s tax return. An important part of this endeavour is to ensure that you can accurately determine whether work done on an investment property, business premises, plant, machinery or tools falls underread more

Important Payroll & Superannuation Updates

June 28th, 2022

As we wave goodbye to another Financial Year, it is important that you are aware of the important updates to payroll and superannuation that took effect from 1 July 2022. In this article, we’ll look at the changes and what you may need to be prepared for now that they are in force. Superannuation Guarantee One ofread more

WA Property Market Update – June 2022

June 24th, 2022

The end of the 2021-22 Financial Year is nearly here, and once again there has been a lot of news and updates circulating around rising interest rates and its impact on property. Since our last update, the Reserve Bank raised the cash rate a further 0.5%, bringing it up to 0.85%, and many pundits areread more

Market Volatility Update – June 2022

June 16th, 2022

As you would have witnessed over the recent period, investment markets have been extremely volatile. We wanted to take the opportunity to provide you with some context and emphasise the importance of reflecting on investment fundamentals during such challenging times. In this regard, we wish to provide several important insights on prevailing macroeconomic conditions andread more

Scams and Fraudulent Investment – Protecting Your Wealth

June 1st, 2022

In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more

Reverse Mortgage – Your Key to a More Comfortable Retirement?

May 26th, 2022

For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more

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