Financial Resources and News

Working with busy aspirational people is rewarding. We have found, no-one appreciates transparent, clear and personal advice along with the peace...

5 Easy Tips To Make The Most Of Tax Time

facebooklinkedininstagramfacebookBeing organised leading into the new financial year can put you in a better financial position quickly - getting...

2021 Federal Budget Update & Summary – Peak Wealth Management

Announcements, Latest News, Newsletter

facebooklinkedininstagramfacebookI think we can all agree that it has been a crazy year since the last budget in October 2020. Here’s some...

* SMSF checklist for selling property [AFR Article]

facebooklinkedininstagramfacebookTempted to sell because prices are high? First check your timing, then the loan and what you’re going to do with...

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...

What I Should Or Shouldn’t Do With My Money [5 Key Tips To Avoid]

What I should or shouldn’t do with my money - 5 key tips to avoid. Peak Wealth Management headquarters in Sydney, Andrew Debono sharing this video...

What To Expect From The Initial Meeting With A Good Financial Adviser

facebooklinkedininstagramfacebookWhat to expect from the initial meeting with a good financial adviser? In our last video we helped you to...

What To Look For In A Good Financial Adviser

Here's what to look for in a good financial adviser? Hopefully this can help you make a positive decision going forward in who you choose to deal...

Property Market Predictions For 2021 (AFR)

Property market predictions for 2021, article written by Larry Schlesinger in the AFR. With interest rates near zero, the economy pumped up with...

MTAA & Tasplan Reveal Their New Brand Spirit Super (Just So You Know)

facebooklinkedininstagramfacebookMTAA Super and Tasplan will take on a new name on April 1, as their $23 billion merger completes. The combined fund...

Six New Year’s Resolutions To Revamp Your Finances In 2021 (MoneyMag Article)

facebooklinkedininstagramfacebook#New Years Resolution Finances Article written by Helen Baker in the MoneyMagazine. Most of us want to put 2020...

Sydney’s CBD Office Towers Less Than Half Full (AFR)

Article posted in the Australian Financial Review (AFR) by Nick Lenaghan on 10 December 2020. Sydney's office workplaces may not return to normal...

Three Things To Reflect On This Christmas After An Unprecedented Year [Investment]

facebooklinkedininstagramfacebookArticle was written by Pat Garrett, December 2, 2020 in the MoneyMag For many, Christmas will be the perfect...

House Prices On Track For Record High By February [AFR]

facebooklinkedininstagramfacebookNational house prices are on track to recover the losses recorded during the pandemic and reach a new high by...

‘Netflix Of Property Tax’ Could Replace Stamp Duty In NSW

Informative, Questions & Answers

facebooklinkedininstagramfacebookArticle written by David Thornton in MoneyMag, November 18, 2020. New South Wales (NSW) residents could soon be...

Question: Should I Increase My Super Contributions During The COVID-19 Pandemic?

facebooklinkedininstagramfacebookQuestion from Graeme in Melbourne, VIC : In this current climate and while many are withdrawing from their...

How The Block Could Disprove A Million-Dollar Property Myth

It's a stubborn myth that costs investors millions, but the properties on The Block 2020 are disproving it once and for all. It is a widely held...

Eight Changes For Australia From A Biden Victory [AFR]

facebooklinkedininstagramfacebookArticle shared in the Australian Financial Review AFR on November 4, 2020 - written by Andrew Tillett. A Joe Biden...

Retirement Reality Check: The Age Pension Is Not A Plan [MoneyMag Article]

This is an article posted in the MoneyMag and written by Dale Gillham on October 23, 2020; We feel it has some great points to think about to get...

CLIENTS WANT PERSONALISED, ONLINE SERVICE POST-COVID [IFA Article]

Expectations of client service have rapidly shifted since the pandemic’s onset, underlining a trend towards online interaction that was already in...

Advice Clients Are 5.2% A Year Better Off [Research Revealed]

Advisers generate an average 5.2 per cent extra cash per year for clients regardless of market movements, through services such as asset allocation...

Why Granny Flats Could Soon Mean A Huge Tax Break

Announcements, Latest News

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...

Here’s A Federal Budget Summary [What We Think Will Impact You The Most]

We have had an extremely busy week in Peak Wealth Management with Andrew Debono securing his spot as a finalist for Independent Financial Adviser...

* Federal Budget 20/21 ‘[AFR] $100b Cash Splash To Save Economy’ What We Know So Far

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...

Your Investing Journey Should Be A Road Trip Not A Race Track

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...

* It’s Time To Revise Your Pandemic Budget

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...

The Cash Grants That Could Help You Buy Your First Home

Written By Pam Walkley in MoneyMag on the 24th August 2020. This article is all about the first home cash grants available throughout Australia. ...

A Beginner’s Guide To Investing In Shares For The First Time

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...

There Are Six Silver Linings In This Pandemic [AFR]

The virus is driving a boom in medical innovation, and global private-sector collaboration on knowledge and data. Six Silver Linings In This...

Five Creative Ways To Start Transferring Money To Your Kids And Grandkids

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...

Understanding A Stock Split And What It Means For Investors

Self Education

Article written by David Thornton in MoneyMag September 4, 2020. This short article gives investors an understanding of what a stock split is and...

How Chess Teaches You To Deal With The Financial Blows You Don’t See Coming [Great Learning]

Article written by Phil Slade in the MoneyMag. August 28, 2020; using chess we can learn about financial blows and still moving forward towards our...

The ASX Is Warning People Not To Fall For Fake Or Misleading Investment News, As Users Report Seeing Hoax Articles Circulate On Social Media

Members of Australian investment communities on Facebook say they’ve seen fake news and images circulate, allegedly in an effort to manipulate the...

* Why Selling Up Isn’t A Great Recession Strategy (MoneyMag Article)

Written by David Thornton on August 19 2020, giving some insight about why selling up may not be a good recession strategy. Featured on MoneyMag...

$33 Million Paid Out In Life Claims Every Day

The life insurance industry paid out more than $12 billion to nearly 102,000 Australians during 2019 or almost $33 million to 279 Australians and...

Want To Invest Ethically? You Need To Know The Lingo (Shared Article)

Written by Rachel Alembakis in MoneyMag Between the bushfire crisis early this year and the COVID-19 pandemic, people are more aware that...

Three Tax Return Mistakes That Could Cost Property Investors Thousands (MoneyMag)

Written by Bradley Beer on July 29, 2020 in the MoneyMag. Some common property investor tax mistakes. Investment property owners make three costly...

We Can Spend Like Keynes And Cut Taxes Like Friedman (AFR Article)

Low public debt and cheap borrowing makes big fiscal stimulus and Reagan-Thatcher-style cuts to income and company tax possible at once. Written by...

* What Really Happens When You Die Without Having A Will [MoneyMag Article]

Written by Abigail Koch in MoneyMag on July 8, 2020. This article gives us a good initial insight about what happens if we were to die without a...

How COVID-19 Is Remaking The Economy

How COVID-19 is remaking the economy - Article written by Mark Ludlow, Queensland bureau chief in the AFR July 6, 2020. Australia's recovery from...

How To Avoid A September Cliff Edge (AFR Opinion)

Informative, Latest News, Self Education

Written by Craig Emerson and Percy Allan in the AFR on Jun 29, 2020. Australia’s true unemployment rate is almost certainly higher than its peak...

* What To Do With Your Super Before The June 30 Deadline – PeakWM Shared MoneyMag Article

Article written by Susan Hely on moneymag.com.au website June 18, 2020. Don't neglect your superannuation this financial year, otherwise you will...

Australian Businesses Are Hiring Again, As The Number Of Roles Advertised Jumps 60%. This Is Where The Jobs Are. [BusinessInsider]

Article written by Jack Derwin on BusinessInsider.com.au Points: Australian job ads are beginning to rebound, growing in number for the fourth...

Eager To Get Your Hands On Your Tax Refund? Now Is The Time To Prepare

* Eligible home builders and renovators will score $25,000 handouts under the government’s ‘HomeBuilder’ scheme [BusinessInsider]

Article written by Jack Derwin on the businessinsider.com.au page Eligible Australians will receive $25,000 grants to go towards renovations and new...

New South Wales could soon become the first state to axe stamp duty. Here’s why – and what it could be replaced with [BusinessInsider]

Article written by Jack Derwin June 1st 2020 on BusinessInsider.com.au Stamp duty could be thrown out in New South Wales under a new taxation review...

How To Reset Your Finances After A Breakup

Article written by Lisa Rowan on Life Hacker Australia. May 20, 2020 What’s more stressful than the first conversation you ever have with your...

* Index or active, what’s right for you? [Vanguard Article]

19 May 2020 shared on the Vanguard website and article written by Robin Bowerman. Indexing has fundamentally changed the way individual investors...

Australian homebuyers have been snapping up bargains as sellers sweat during the market downturn [BusinessInsider]

By Jack Derwin, posted via businessinsider.com.au on May 18, 2020. Advertised prices throughout Australia’s capital cities are routinely being...

Take Control Of Your Cash Flow In The Current Crisis [Here’s How]

The current crisis has emphasised the importance of the most crucial part to any financial plan, control of your cash flow and the ‘budget figure.’ ...

* The Government Is Becoming More Efficient As The Economy Changes – Here’s How [Business Insider/Research]

Written by Julie Hunter, Commonwealth Bank Of Australia. Shared on Business Insider December 10, 2019. The structure of the global economy is...

Why COVID-19 Could Put Some First-Home Buyers In A Strong Position – MoneyMag

Article written by Graham Cooke, April 29, 2020 on MoneyMag The property market isn't immune to the economic effects of coronavirus. Sales volumes...

* Macquarie’s Guide To The Best Capital Raisings – Australian Financial Review Article

Written by Tom Richardson, April 28 2020 in the Australian Financial Review (AFR) Ever since COVID-19 sent the economy into shutdown much investor...

These 5 charts show why Australian homeowners and investors are increasingly nervous about the coronavirus – Business Insider Magazine

By Jack Derwin posted in the Business Insider Page April 14, 2020 As the COVID-19 threatens to put another 700,000 Australians out of work, there’s...

How to fix the leaks in your budget during this crisis – MoneyMag Share

Life Insurance Will Absolutely Protect You [This Is How]

Informative, Latest News, Self Education

Today, we’ll be sharing information about what life insurance and income protection is and how it is used to protect you and your family. We’ll be...

What Does Coronavirus COVID-19 Mean For My Personal (Life) Insurance Policies? What Can I Do To Protect Myself & My Family Financially?

Everywhere you look right now you see or hear ‘Coronavirus’ or ‘COVID-19.’ Let’s be honest, it is not a comfortable time right now with this virus...

* COVID-19 Stimulus Package 2: Dot Points Of What We Know From Watching ABC In The Last 15 Minutes – PeakWM

Announcements, Latest News

Commentary to come, dot points we are seeing live below. Key Points We Have Just Seen: Jobseeker allowance has been doubled, will be called the...

* Seven Things You Need To Know About Salary Sacrificing Into Super

The well written article by Julia Newbould on February 26, 2020 in MoneyMag.com.au discusses the following 7 key headings: What is salary...

The median Sydney house price just sailed past $1 million again as five other cities hit new heights – but the coronavirus could throw a spanner in the works – Jack Derwin article on Business Insider 2nd March