Advisers generate an average 5.2 per cent extra cash per year for clients regardless of market movements, through services such as asset allocation and behavioural coaching, new research has revealed. Article written by Sarah Kendell on October 15, 2020 and shared in...
Kristian Zuza
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Why Granny Flats Could Soon Mean A Huge Tax Break
Oct 13, 2020 | Informative
Why granny flats could soon mean a huge tax break - Article written by David Thornton in MoneyMag on October 6, 2020. Some of Australia's most vulnerable have been given a leg-up this Budget with capital gains tax set to be scrapped for granny flats. "When faced with...
Here’s A Federal Budget Summary [What We Think Will Impact You The Most]
Oct 7, 2020 | Announcements, Latest News
We have had an extremely busy week in Peak Wealth Management with Andrew Debono securing his spot as a finalist for Independent Financial Adviser (IFA) Young Adviser of the Year Award 2020. That is huge for us to be recognised as one of Australia's leading finance...
Federal Budget 20/21 ‘[AFR] $100b Cash Splash To Save Economy’ What We Know So Far
Oct 6, 2020 | General
Written by Phillip Coorey, Political Editor in the AFR - October 6, 2020. Almost $50 billion in tax relief for businesses and low-and-middle-income earners is at the heart of $98 billion in new measures designed to return the economy to health and create 950,000 jobs...
Your Investing Journey Should Be A Road Trip Not A Race Track
Oct 6, 2020 | Informative, Self Education
Article written by Roger Cohen in the MoneyMag on October 2nd 2020. Investing really should be a longer term journey not a quick sprint. While the allure of day-trading is more prevalent than ever, investors may be better advised to embrace volatility for long-term...
It’s Time To Revise Your Pandemic Budget
Sep 28, 2020 | General
It's Time To Revise Your Pandemic Budget - Written by Mike Winters, published on LifeHacker on September 28, 2020. The point of the article is to get you to be proactive and as the title states, to get you to revise your budget. Budgeting is important in the best of...
The Cash Grants That Could Help You Buy Your First Home
Sep 23, 2020 | Informative, Latest News
Written By Pam Walkley in MoneyMag on the 24th August 2020. This article is all about the first home cash grants available throughout Australia. It's party time for first home buyers who are willing to buy new properties, with plenty of free money on offer as...
A Beginner’s Guide To Investing In Shares For The First Time
Sep 22, 2020 | General
Article written by Dannielle Ecuyer in MoneyMag on September 11, 2020. We are sharing this as a way to get some context, educating yourself is essential. Beginner's guide for shares investing. The concern about the economic impacts of the coronavirus is a classic...
There Are Six Silver Linings In This Pandemic [AFR]
Sep 17, 2020 | Informative, Latest News
The virus is driving a boom in medical innovation, and global private-sector collaboration on knowledge and data. Six Silver Linings In This Pandemic - Contributed By Mohamed El-Elrian in the AFR September 16, 2020. The human tragedies and massive economic...
Five Creative Ways To Start Transferring Money To Your Kids And Grandkids
Sep 14, 2020 | Informative, Self Education
Article shared in the MoneyMag and written by David Thornton on September 9, 2020 which discusses ideas on the transfer of wealth to kids and grandkids. If you're financially secure enough to cover your own financial needs, you might be thinking about transferring...
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