Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Superannuation
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the ...
ATO
Tax Alert April 2024
In the April edition of Tax Alerts, we cover various topics such as non-deductible ATO interest, new fraud controls, and ATO's crackdown on holiday home ...
Investing
Investing in Sustainable Funds: A Guide for Australian Investors
Australian investors are increasingly looking to align their investments with their values, and this means investing in environmental sustainability and social ...
Budget
Mastering Your Mind: The Psychology of Money and Overcoming Financial Challenges
Money is more than just currency; it represents security, freedom, and even happiness. For these reasons it’s important to be good at managing it – it’s a ...
Property
Help To Buy Scheme – How can it help you?
If one of your goals is to buy your own home, then 2024 might just be your lucky year. It will see the launch of the Federal Government’s exciting new Help To ...
Financial Planning
Combat the Cost of living hikes and keep saving
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either become ...
Superannuation
SMSFs: What happens if you exceed your super caps?
The rules regarding certain types of super contributions have been relaxed in recent years. It is, therefore, worthwhile to explore the different opportunities ...
Accounting & Tax
Tax Cut Changes: What Will They Mean for Me?
Prime Minister Anthony Albanese announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut ...
Property
Investors making a comeback | Oracle Advisory Group
During the past couple of years, property investors have been less active as interest rate rises began eating into their profits. However, as 2024 begins, it’s ...
Investing
What is SOTP investing?
After ending what was his fifth engagement(!) in 2023 you would excuse Rupert Murdoch for feeling glum. Although this may not be the case, however, due to the ...
Superannuation
How will you use your super?
As we focus on building our super balances for years, it can get overwhelming for those who are nearing retirement age to decide on the most appropriate way to ...
Financial Planning
Overcoming Top Challenges for Australian Startups
Australia's entrepreneurial spirit is thriving, with startups popping up across various industries. More than $5 billion in venture capital funding flowed into ...
Budget
Smart Spending: Cutting Costs without Sacrificing Quality of Life
Taking control over spending is always important, but more so during times of economic uncertainty. Sadly, many people see this as a “loss,” that by ...