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2 min read
RBA Maintains Cash Rate at 4.35%
The Reserve Bank of Australia (RBA) has opted to maintain the official cash rate at 4.35% during its final monetary policy meeting for...
3 min read
Return to RBA's Target Range for inflation 2-3%
The latest Consumer Price Index (CPI) figures show that inflation has finally returned to the Reserve Bank of Australia’s (RBA) desired...
3 min read
Wills and Testamentary TrustsÂ
Introduction  Having a solid Will in place is crucial if you want your estate assets to be distributed according to your wishes. You...
6 min read
Intestacy – Why You Need a Will
Introduction  Planning for what happens after you pass away is something many people tend to avoid. Yet, it's essential. Without a clear...
4 min read
Understanding Superannuation and Personal Deductible Contributions
Many of you may be preparing your annual personal tax returns and might need to consider your superannuation contributions and how to...
8 min read
Exploring the Importance of the Retirement Condition of Release After Age 60
Many people who haven't consulted a planner or delved into the newsletters from their superannuation funds might think they can only...
2 min read
Understanding the Significance of the SMSF Trustee Declaration
Navigating the SMSF Trustee Declaration: A Comprehensive Guide Setting up or becoming a part of a Self-Managed Superannuation Fund (SMSF)...
2 min read
Case Study: Alister & Catherine's Financial Strategy
Meet Alister and Catherine, a lovely couple in their early 60s, enjoying their retirement. They have two adult children, both with...
4 min read
Why You Should Make Loans to Your Children, Not Gift Them MoneyÂ
Many parents want to help their children with significant expenses like house deposits, education, or other needs. However, gifting money...
2 min read
RBA leaves rate unchanged - 4.35%
The Reserve Bank of Australia (RBA) has decided to keep the cash rate steady at 4.35% for the sixth consecutive time . This decision...
3 min read
What are the distinctions between SMSF Estate Planning and Succession Planning?"
Many SMSF Trustees are aware of the importance of estate planning for the proper distribution of assets after their death. However, not...
2 min read
Inflation and Interest Rates – What You Need to Know
The Reserve Bank of Australia (RBA) might soon raise interest rates, and here's why it matters to you, especially if you have a mortgage...
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