Financial Planning

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Three mistakes to avoid during a downturn Heightened global markets volatility – as we’re experiencing right now – can easily trigger kneejerk reactions by panicked investors.

Widespread selling, triggered by the Russia-Ukraine crisis, has been behind the recent big swings on global financial markets, including on stock markets, commodities markets, and currency markets. Read more
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How to manage rising interest rates Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways.   Read more
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Get your SMSF ready for 30 June With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. Read more
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Sowing the seeds of succession Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. Read more
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Tax offset v tax deduction: What’s the difference? This year’s Federal Budget was full of talk about one-off support for households in the form of tax offsets, but most people are a bit hazy on the difference between a tax offset and a tax deduction. Read more