Financial Planning

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Your investing style – as unique as you As interest rates start to increase after a lengthy period of historical lows, it’s a good time to think about how your money is working for you and whether your investing style and strategy is still in line with your goals. Read more
Coins on top of each other in ascending piles
A super end to the financial year As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s more, you could potentially reduce your tax bill at the same time. Read more
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Three mistakes to avoid during a downturn Heightened global markets volatility – as we’re experiencing right now – can easily trigger kneejerk reactions by panicked investors.

Widespread selling, triggered by the Russia-Ukraine crisis, has been behind the recent big swings on global financial markets, including on stock markets, commodities markets, and currency markets. Read more
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How to manage rising interest rates Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways.   Read more
Messy desk with papers, calculator and income tax books
Get your SMSF ready for 30 June With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. Read more