Welcome to the Spring edition of Now & Next Our quarterly Financial Planning newsletter In this edition: The value of active investment management in volatile times Passive investment funds have become a familiar feature in the portfolios of many investors […]
As remote work becomes increasingly common across Australia, understanding how to correctly claim home office expenses is essential for maximising your tax return. Whether you’re a contractor, freelancer, or employee working from a designated space at home, the Australian Taxation […]
Welcome to the Autumn edition of Now & Next Our quarterly Financial Planning newsletter In this edition: Five ways to avoid disagreements over your will To state the obvious, most of us want to be remembered fondly by our families. […]
Did you know there are hidden estate taxes in your super fund even when you are over 60, retired and receiving tax free income streams? The Australian Taxation Office is an untapped resource to the public, which provides information on […]
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Budgeting is important to help you manage your finances, save for a goal, reduce debt, and to create peace of mind. The basic principle of budgeting is to track your income, understand your spending and therefore your savings capacity. […]
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Victoria has recently undergone a major shift in its property taxation system, replacing the traditional stamp duty on commercial and industrial properties with an annual property tax. This reform, effective from 1 July 2024, is expected to lower the initial […]