Financial Planning

Professionally dress woman looking bored at her work desk
A great time to reassess your career The pandemic has ushered in broad-ranging societal change including fuelling a trend that has become known as ‘The Great Resignation’ or ‘The Big Quit’, where employees are reviewing what they value and are looking for in a job and in some cases, leaving in search of greener pastures. Read more
Woman sitting at a desk using a calculator in front of her open laptop
Tax Alert March 2022 New super and tax rules passed in Parliament
Some of the last sitting days before this year’s Federal election saw changes to the tax and super rules finally pass through both houses of Parliament. Here’s a roundup of some of the key developments. Read more
Income tax books stacked on top of each other on a messy desk with papers
Avoid the rush: Get ready for June 30 It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order?

With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming end-of-financial-year (EOFY).

Starting early is essential to make the most of opportunities on offer when it comes to your super and tax affairs. Read more
Man looking at his laptop and iphone which have his stock trades displayed
How to calm those market jitters It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall. Read more
Older couple walking side by side on the beach
Easing into retirement As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire.

In the past, that would have meant leaving work for good. These days, retirement is far more fluid.

You might simply want to wind back your working hours. Or you may want to leave your full-time job but keep your career ticking over with part-time or consulting work. Others may dream of leaving the nine to five to run a B&B or buy a hobby farm. Read more