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Who needs a testamentary trust?

Who needs a testamentary trust?

The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. In fact, the...

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June 2023 Insights

June 2023 Insights

As the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. The Reserve Bank of Australia has increased the cash rate by 25 basis points, bringing it to 4.10%. Cash rate increases,...

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Tips for success this EOFY

Tips for success this EOFY

The start of a new financial year is the perfect time to get your financial affairs in order. Whether it's tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take. Here are some...

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May 2023 Insights

May 2023 Insights

As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers delivered his second Budget, on Tuesday 9 May. Earlier in the month, all eyes were on the Reserve Bank board as it decided to increase the cash rate by 0.25% again, the 11th...

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Federal Budget 2023 Snapshot

Federal Budget 2023 Snapshot

A surplus for now but stormy seas ahead Treasurer Jim Chalmers bills his 2023 Federal Budget as an economic strategy to help ease cost-of-living pressures. To that end, he has delivered a modest but welcome package of cuts to healthcare, housing and energy costs as...

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Gap Year for Grown Ups

Gap Year for Grown Ups

It’s not just school leavers who dream of a gap year. Those of us who’ve been working for a decade or two (or more) may also long for a real break from career and commitments.  It doesn't even have to be a year - just enough time to refresh and reflect on what's...

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April 2023 Insights

April 2023 Insights

As the days are getting shorter, there’s definitely a bit of a nip in the air. Share markets in Australia and overseas have rallied to end the month in a better position as the global banking system steadies itself and there are expectations of a tempering in rate...

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Time to refinance?

Time to refinance?

Considerations for mortgage holders and businesses With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way...

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March Insights 2023

March Insights 2023

With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal Budget. The gloomy prospects for economic growth, both in Australia and overseas, are occupying...

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February Insights 2023

February Insights 2023

February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and goals for the months ahead. China’s plans to kickstart its economy after the pandemic shutdown have been dominating the news...

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January Insights 2023

January Insights 2023

As a new year begins, we wish everyone a happy, healthy and prosperous 2023. Many families will be glad to put 2022 behind them and although challenges remain, we look forward to better times ahead. As 2022 drew to a close, investors remained focused on inflation,...

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Busted! Scam myths

Busted! Scam myths

We're serving up the truth about some common scam myths that you might have heard, especially around tax time. Myth 1: Only older people get scammed Busted! Last year people aged 25 to 34 lost the most to tax scams, followed by those aged 18 to 24. Tax scams target...

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