Most people struggle with working out how to invest their money. Do they upgrade their home, contribute more into super, buy an investment property, invest in the share market, or…
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Every few months, there’s a story online about an investor in their 30’s that has amassed a property portfolio of 12 properties…and how you can do it too. Firstly, we…
Share markets have been highly volatile over the past couple of years. Markets fell by circa 30% when Covid hit in March 2020 and then proceeded to boom until the…
Typically, you need a budget of circa $1.5 million to purchase an investment grade house (investment property) in Melbourne, less in Brisbane, and a lot more than $1.5 million in…
We are all aware that central banks around the world have been hiking interest rates to reduce inflation back to normal levels. The US economy, and particularly the labour market,…
Many Australian borrowers need to navigate significant changes to their mortgages throughout 2023 including fixed interest rate and interest-only term expiries. The banks understand borrowers are likely to be more…
If you have a family trust that earns taxable income, there are several tax compliance matters that you must fulfil. Distributions to beneficiaries other than your spouse In 2022, the…
Ensuring your accountant collaborates with your financial advisor is important, as they will be able to discuss and workshop ideas to improve your financial position. However, in my 20+ years…
It is stating the obvious that private school fees are expensive. If you are uncertain whether you would like to send your kids to a private school, I thought it…
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