Independent Financial Adviser

Independent Financial Adviser

Little wood play house with a set of keys next to it
SMSFs and property: What are the rules? With the property market hitting all-time highs in 2021, interest in investing in direct property through your SMSF has never been higher.

In the September 2021 quarter, Australia’s SMSFs had almost $88 billion invested in non-residential real property, with another $47 billion in residential real property.

But before you add property investments to your SMSF, there are rules you need to be aware of. Read more
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Tax deductions for your home-based business Using your home as the base for your business is increasingly popular, particularly due to COVID-19, with many of Australia’s 2.1 million enterprises with four or less employees now based at home. Read more
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2021 Year in Review Two steps forward, one step back
For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. Read more
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Kicking financial goals in 2022 It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead.

Last year more than most, many of us may felt that our personal and financial priorities had shifted depending on our experience of the pandemic.

So now that vaccination levels are rising, borders are reopening and we can all plan with a little more certainty, why not take this opportunity for a financial reset in 2022. Read more
Face up hands giving a red gift
The gift of giving this Christmas Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Read more