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4 Key Things I Do Every New Financial Year

4 Key Things I Do Every New Financial Year

The start of a new financial year is a great time to take stock of your finances and make any changes to set yourself up for success. Here are four things I do every new financial year: https://youtu.be/SKPe4Cl1Ke4 1. Re-do my budget. This is especially important if...

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Financial Advice For Business Owners

Financial Advice For Business Owners

Working with busy aspirational people is rewarding.  We have found, no-one appreciates transparent, clear and personal advice along with the peace of mind knowing a job is done and done well more than these people.  When we look at our client list, that is the common...

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5 Easy Tips To Make The Most Of Tax Time

5 Easy Tips To Make The Most Of Tax Time

Being organised leading into the new financial year can put you in a better financial position quickly - getting the uplift from being tax effective could be your best return all year. That's why we share tax time tips.  This article covers off a few key reminders you...

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SMSF checklist for selling property [AFR Article]

SMSF checklist for selling property [AFR Article]

Tempted to sell because prices are high? First check your timing, then the loan and what you’re going to do with the proceeds. Well written piece by Ben Smythe in the Australian Financial Review.  With the residential property market on an upward spiral, investors...

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The Damaging Money Myths That Are Holding You Back

The Damaging Money Myths That Are Holding You Back

Great article 'The Damaging Money Myths That Are Holding You Back" written by Phil Slade in the MoneyMag. I have two teenage sons, both of whom have their driver's licence and new jobs, which are launching them into a new phase of independence and curiosity about the...

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