Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Financial Planning
Three Easy Steps for Financial Wellness
If money's too tight to mention, here are some small steps that can make a big difference in achieving your financial goals. How would you rate your level of ...
Trusts
Property Trusts – Listed or Unlisted?
Listed Property Trusts and Unlisted Property Trusts are two popular investment options for investors seeking exposure to the Australian property market. Both ...
Tax
Identity check for clients of Oracle Accounting
The Tax Practitioners Board (TPB) is the governing body for Tax Agents in Australia. In January 2022 they released a policy outlining the proof of identity ...
Budget
Travel on a Shoestring
If you’re saving for a long-term goal like a home deposit, it can feel like you have to miss out on things such as travel to keep your savings on track. That’s ...
retirement
Planting the Seeds for a happy retirement
The thought of retirement is an appealing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, ...
Property
Has Australia’s housing decline come to an end?
The housing decline has been on the minds of many Australians with interest rates the hot topic of conversation among homebuyers for a year now. In May 2022 ...
financial services
Quality of Advice Review | What it means for Financial Planning?
The Financial Services Minister recently announced the government’s response to the Quality of Advice Review (QAR) – adopting the bulk of the recommendations ...
ATO
Tax Alert June 2023
Even though this year’s Federal Budget was short on big changes when it came to tax, there still have been some important developments in this area. Here are ...
Property
EOFY for property investors
As the end of the financial year fast approaches, here are three main factors to keep in mind. By being prepared, particularly with your admin, having an ...
Superannuation
Illegal Early SMSF Access on ATO's Radar
Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots ...
Property
Airbnb vs Long-term Rentals – how do the numbers measure up?
Airbnb has transformed from a platform helping homeowners earn cash from their spare rooms to a business and property investment strategy. There are between ...
Financial Planning
Emergency fund delivers peace of mind
When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be nerve-wracking to worry ...
Loans
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 ...