Immediate End of Financial Year Considerations​

Immediate End of Financial Year Considerations With the end of financial year fast approaching, we wanted to remind you about the importance of considering what you can do from a tax and superannuation perspective prior to the 30th of June. This includes superannuation contributions. Some points for consideration: Concessional Contributions: Make a personal, tax-deductible contribution of […]

Explore Potential Savings within your Loans​

Explore Potential Savings within your Loans The basic concept of refinancing is switching from one loan to another. There are many reasons people choose to do this but one of the most common is because they want to lower the repayments on their home loan. It’s pretty simple, really. If you find a lower interest […]

Markets & Economics​

Markets & Economics ‘We live in interesting times’ and there is much to digest from a global economic and market perspective. The share market rally that started late last year has been strong and despite a little recent weakness has been very resilient. The catalyst for the market rally initially was the prospect of lower […]

Tax & Compliance

Tax & Compliance The 2024 financial year will be one of the most significant years for tax planning that we have seen in the last 25.  Here are 3 reasons why: 1. The Proposed $3M Super Balance Tax: Legislation for this new tax was introduced into Parliament on November 30, 2023, with a planned commencement date […]