Financial Planning

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What is portfolio rebalancing? Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. Read more
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How do interest rates affect your investments? Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other investments. Read more
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Flexing your retirement plans The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Read more
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Tax Alert March 2023 Family trust rules and new guidance on contractors

The Australian Taxation Office (ATO) has confirmed its position on family trust distributions, while also providing employers with new information to simplify completion of Single Touch Payroll (STP) activity statements. Here are some of the latest developments in the world of tax. Read more
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Time to refinance? Considerations for mortgage holders and businesses With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way of combatting inflation is to reduce the escalating cost of borrowing by reviewing your current arrangements. Read more