partners for life
Posts Tagged ‘money’
Responsible Investing – Understanding Your Options
July 22nd, 2022A 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
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In 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, 2022For 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
WA Property Market Update May 2022
May 20th, 2022In our last WA property market update, we opened by highlighting the difference a month can make – lifted COVID restrictions, open borders, and the announcement of a federal election. Well, it’s safe to say that the passing of another month has brought with it further noteworthy changes. This time, it’s interest rates. On 3read more
WA Property Market Update – April 2022
April 14th, 2022Well, what a difference a month can make! In the March edition of the WA Property Market Update, we met the opening of the WA state border with great joy and optimism, and now that we’re in April we’ve seen a significant lifting of COVID restrictions, and the Federal election has been called for 21read more
Starting Your New Business – 10 Critical Steps
April 14th, 2022So, you’ve decided that the 9 to 5 grind just isn’t for you, and being your own boss is a dream you want to achieve. You take something you love doing or are really good at, and decide that your business will revolve around that. That’s all you need to start, right? Unfortunately, things areread more
A Guide to Refinancing Your Business Loan
April 8th, 2022As we covered in our recent guide to refinancing your home loan, changing circumstances should prompt a review of your loans with a view to getting the best deal you can – and your business loan is no different. Business owners can attest to the importance of maximising cash flow, reducing overheads and boosting theread more
Section 100A – How the ATO’s Crackdown on Family Trusts Might Impact You
March 30th, 2022For years, many Australians, particularly those operating businesses, have used family trust structures as a wealth creation vehicle. The ATO has previously put trust distributions and their tax treatment under the microscope but have now refocused their attention to Section 100A ‘Reimbursement Agreements’. This could significantly impact on the overall tax position of any familyread more
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