Financial Planning

Christmas shopping
‘Tis the season for wise spending decisions The traditional festive holiday season is likely to be a little different this year, but one thing is likely to remain the same – the temptation to spend and the post-Christmas budget hangover. Read more
Tax
Tax Alert December 2020 Although individuals and small business owners are now enjoying welcome tax relief in the wake of some valuable tax changes, there is more on the horizon as the government seeks to reboot the Australian economy.

Here’s a quick roundup of significant developments in the world of tax. Read more
Achieving balance
Are you the (personality) type to easily achieve balance? Checking emails late into the night, reaching for your phone before you’ve even had breakfast to start your working day, the ‘lunch break’ that involves a Zoom meeting - the lines between our work lives and our personal lives have never been blurrier. Read more
Granny flat
Granny flats: tax tips and traps The idea of adding a granny flat to your property sounds like a great idea. A property to rent out to generate some welcome extra income, or a home for adult children or mum and dad in their later years. Read more
Credit score
Easy ways to boost your credit score Most Australians are only vaguely aware – or completely unaware – of the fact that credit-reporting agencies monitor their financial transactions.

While most Australians don’t give much thought to what’s on their credit report, the credit score that’s based on the contents of that report can have a significant impact on your financial choices. A modest score may mean you miss out on getting a mortgage or business loan. Read more