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Posts Tagged ‘personal finance’
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
2025 UPDATE: New UK State Pension Top-Up Rules
May 1st, 2025Over recent years, eligible UK expats and Aussies that worked in the UK had been granted additional time to top up their UK State pension entitlements, with the deadline on rules impacting the amount able to be topped up initially slated for 5 April 2023 and subsequently pushed back to 31 July 2023. The significantread 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
Securing Your Legacy with Succession and Estate Planning
February 6th, 2025No matter your family’s asset position, complexity of structures, or business interests – it goes without saying that thorough and effective planning makes a world of difference to day-to-day operations. However, long-term Succession and Estate planning is often given less attention – though it really shouldn’t. Understanding the intricacies of Succession and Estate planning isread more
WA Property Market Update January 2025
February 4th, 2025As the WA Property Market landscape continues to evolve, understanding the trends in sales transactions, property listings, and rental market shifts is vital for anyone considering a property move, whether it be upgrading to a larger home, refinancing to unlock equity, or selling to downsize. Using market data drawn from the latest weekly snapshots andread more
Planning for Your Desired Retirement Age in Australia
January 17th, 2025Planning for Your Desired Retirement Age in Australia Retirement marks a significant milestone in life, symbolising the culmination of years of hard work and the beginning of a new chapter. For many Australians, understanding the age at which they can retire—and how to prepare for it—is essential to achieving a fulfilling and secure future. Thereread more
Signs of a Good Property Investment
January 15th, 2025Building a property portfolio has long been a popular investment option, and recognising the signs of a good property investment is the key to success. Certainly not everyone who has invested in property gains from it, especially if a thorough review was not undertaken before purchase. To help you narrow down your options, we’ve listedread more
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