Independent Financial Adviser

Independent Financial Adviser

Do you know what business expenses you can claim? Laptop open on wood desk with a calculator next to the right of it Read more
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Understanding capital gains tax A capital gain or loss is the difference between what you paid for an asset and what you sold it for. This takes into account any incidental costs on the purchase and sale. So, if you sell an asset for more than you paid for it, that’s a capital gain. And if you sell it for less, that is considered a capital loss. Read more
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Tips to avoid investing badly While it's difficult to be the best investor in the world, we can all actively avoid being a ‘bad investor’ by learning from history and staying the course. Read more
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Mortgage vs super With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering how to make the most of it. If you have a mortgage, should you make extra repayments or would you be better off in the long run boosting your super? Read more
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ATO focus on rental properties Rental property owners are now one of the ATO’s top targets after it found nine out of ten tax returns reporting rental income and deductions contained at least one error.i

The tax office estimates it’s missing out on around $1.5 billion due to over-claiming of rental property expenses and omission of rental income. Read more