partners for life
Posts Tagged ‘investment’
EOFY Super Strategies 2024-25
June 6th, 2025EOFY Super Strategies 2024-25: Boost your Balance & Optimise your Tax Position As 30 June approaches and the 2024-25 financial year draws to a close, Australians across all stages of life have an opportunity to boost their retirement savings and optimise their tax position with clever EOFY super strategies. Whether you have a Self-Managed Super Fundread more
How to Avoid a “Boating Accident” – Crypto Assets and Estate Planning
May 23rd, 2025Cryptocurrency and other digital assets have changed the way people invest and store wealth, but it also presents unique challenges when it comes to estate planning. Unlike traditional assets, crypto assets are decentralised, requiring private keys or passwords for access. Without careful planning, beneficiaries may struggle to retrieve these digital assets, leading to substantial losses.read more
Investment Markets Update – May 2025
May 21st, 2025As we approach the halfway point of 2025, investment markets around the world are navigating a delicate balance between optimism and uncertainty. Geopolitical events, central bank policies, and inflation data are combining to create a complex market environment. For Australian investors, understanding how these developments shape portfolios is more important than ever. Here’s an overviewread more
WA Property Market Update April 2025
April 30th, 2025With the Reserve Bank’s recent interest rate cut, strong economic performance here in WA, and continued population growth, April 2025 has brought a mix of opportunity and complexity to the property market. From the surging investor interest in residential property to the evolving demand for premium office space, Western Australians are watching the market withread more
Equipment Finance – EOFY Deductions Await!
April 23rd, 2025As the end of financial year (EOFY) approaches, Australian business owners are presented with a strategic opportunity to enhance their operations and optimise their tax position through equipment finance. Financing new equipment or vehicles is not only a pathway to modernising and increasing the efficiency of your business but can also provide significant tax advantagesread more
Market Volatility Update – April 2025
April 14th, 2025As you may have observed recently, investment market volatility and global uncertainty have again come to the forefront, putting many investors on edge. We want to take this opportunity to provide you with important context, highlight recent global developments, and reinforce the importance of focusing on long-term investment fundamentals during periods like this.read more
WA Property Market Update March 2025
April 2nd, 2025The Western Australian property market has entered 2025 with a mix of optimism, cautious confidence, and signs of continued momentum in both the residential and retail sectors. After years of market fluctuations influenced by COVID-19, inflation, supply shortages, and interest rate pressures, the recent announcement of Australia's first cash rate cut since 2020 has beenread more
Foreign Resident Capital Gains Withholding (FRCGW) – 2025 Update
March 4th, 2025If you’re planning to sell property in Australia, understanding Foreign Resident Capital Gains Withholding (FRCGW) is essential. Designed to ensure tax compliance, FRCGW applies not only to foreign residents but also to Australian residents who dispose of a property and do not obtain a tax clearance certificate. While a settlement agent will handle these requirementsread more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today