Blog – Maddern Financial Advisers

Be ahead of the news in accounting, private wealth and finance

Will and Estate Planning

Caring for a family with a Will

Team Maddern
20/Oct/2019
Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one of the kindest and most caring things you can do for your loved ones. Not only does a Will make your wishes clear but it ensures your family isn’t wrestling with legal red tape at a difficult and emotional time. Yet despite the advantages, it’s estimated 45 per cent of Australians don’t have a Will.i
Finance

Financial rules to live by in 2019

Team Maddern
14/Jan/2019
Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You may have little control over being caught up in a round of redundancies or experiencing the fallout of an international trade war. But you can choose to manage your finances in a way that lets you keep your head above water come what may.
Maddern Financial Advisers named a finalist for the Fintech Business Awards 2018

Maddern Financial Advisers named a finalist for the Fintech Business Awards 2018

Team Maddern
19/Mar/2018
Maddern Financial Advisers has been shortlisted for the prestigious Fintech Business Awards 2018. A local firm based in the prestigious leafy suburb of Malvern, in Melbourne, is in the running to take out one of Australia’s top industry awards. Maddern Financial Advisers has been shortlisted as a finalist to win one award in the Accounting […]
Making the most of redundancy

Making the most of redundancy

Team Maddern
26/Feb/2018
Redundancy can come as a shock but in reality it often presents an unexpected opportunity. Not only can you look at pursuing a totally different career, but you might consider using the financial windfall to set up your own business or maybe retire altogether. Redundancies can come with a healthy payout, but to make the […]
Managing big life changes

Managing big life changes

Team Maddern
20/Nov/2017
You’ve probably heard the saying ‘change is as good as a holiday’. And sure, in some situations, altering your circumstances can be refreshing. But not all major life changes make you feel immediately clear, secure, and ready to take on the world. When everything you know is turned upside down, moving forward successfully is not […]
Retirement and the impact of home ownership

Retirement and the impact of home ownership

Team Maddern
13/Nov/2017
Owning your own home has long been the Australian dream but after years of strong house price growth it’s becoming less of a reality for many. This has major implications for retirement planning. The major factor behind the shifting approach to home ownership is the prohibitive price of property, particularly in Sydney and Melbourne. As […]
How psychology shapes our financial health

How psychology shapes our financial health

Team Maddern
20/Jun/2017
For many school children of a certain vintage, the wisest investment of their youth was made for them. Buried away in their time capsule, some will still have a battered old bankbook, into which a small amount was regularly deposited. Come the final day of Grade 6, a wide-eyed kid might find a few hundred […]
How to manage major life changes

How to manage major life changes

Team Maddern
01/Jun/2017
Change is one of the few constants in life. Major life changes can occur unexpectedly or as a result of careful planning. Not all major life changes make you feel immediately clear, secure, and ready to take on the world, so when life as you know it is turned upside down, moving forward successfully isn’t […]
Tax and the super afterlife

Tax and the super afterlife

Team Maddern
20/Apr/2017
Death and taxes are never pleasant topics to think about, but a little careful consideration now could save the people who will inherit your superannuation savings a big tax bill. Many people assume there’s no tax payable on super death benefits, and in some circumstances this will be the case. But tax may be payable […]
Using tax for effective property investing

Using tax for effective property investing

Team Maddern
30/Mar/2017
With Australian property remaining expensive and banks tightening their lending criteria, investors need to ensure their property investments are a financial success. A key element is maximising the taxation benefits flowing from your investment. This includes correctly structuring the loan and ensuring your deduction claims don’t fall foul of the tax man. Getting the structure […]