partners for life
Posts Tagged ‘money’
Airbnb Tax Crackdown – Your Compliance Guide
November 21st, 2023Are you one of the record number of Australians with Airbnb, Uber, or other sharing economy income? The ATO’s recent tax crackdown on the “side hustle” has seen data-matching ramped up to ensure compliance, with inflated deductions and omitted income firmly in their sights. With this increased level of scrutiny, how can you stay outread more
Aged Care Financial Advice (Part One – The Value of Advice)
November 17th, 2023If you’re getting older and your care needs are changing, it can be a stressful time for family and friends to help us access the support we need. On the other hand, you might be helping a parent or other elderly relative navigate the process of entering residential aged care and don’t know how toread more
Financial Advisers: Your Partners in Wealth (Part Three – Optimising Tax, Super, and Beyond)
November 1st, 2023In the first two parts of this series, we touched on the fact that the scope of a financial adviser's role has evolved beyond simply managing investments, now taking on a more holistic, comprehensive approach to serve the complex needs of clients. This evolution includes offering guidance on emotional financial decisions, like planning for Agedread more
WA Property Market Update October 2023
October 30th, 2023In light of recent distressing events in the Middle East, Australia, although geographically distant, braces for the inevitable economic impact, particularly a potential surge in energy prices. This global unrest emerges during a time when we had otherwise anticipated stability, particularly regarding interest rates, with speculation of potential rate cuts in 2024. However, the prevailingread more
Financial Advisers: Your Partners in Wealth (Part One – The Foundation of Smart Investing)
October 4th, 2023In a world filled with financial challenges and uncertainties, having a trusted financial adviser makes a significant difference in achieving your long-term financial goals. As we navigate through the spectre of a global recession and rising inflation in 2023 and beyond, the importance of financial advice has never been more evident. Just three years followingread more
WA Property Market Update September 2023
September 29th, 2023As we transition out of September and into the last quarter of 2023, the Western Australian property market demonstrates a dynamic landscape for prospective buyers and investors. We’ve now seen three consecutive months of the RBA holding interest rates steady (currently at 4.10%), and with it a sense of calm and increased economic certainty. Theread more
Tax Debt Firmly in the ATO’s Sights
September 19th, 2023If you have operated a business for the past few years, you are probably aware that the Australian Taxation Office (ATO) were a little more willing than normal to extend payment deadlines and work with businesses to ensure the prevailing economic conditions didn’t put them in dire financial straits. More recently, however, the ATO hasread more
Is it Time for a Personal Insurance Review?
September 6th, 2023When was the last time you conducted a personal insurance review? If you can’t remember, or never have, it’s been too long! Over the past few years of ups and downs – COVID, inflationary and cost of living pressures, global conflict, and more – people have naturally started thinking quite seriously about what they wouldread more
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