Reflection

Teaching Kids about Money

Australians’ median wealth is the highest in the world. So, a young Australian can look forward to having access to more material resources than their counterparts in every other country. If they can manage this money well, their life will be much easier.

Insurance Premiums and Tax

The tax treatment of life insurance premiums can be complicated. That said, if you can make your insurances as tax effective as possible, you can save many thousands of dollars over the life of your policies.

What is Progressive tax?

You have probably heard the term progressive tax. Australia’s personal income tax system is a progressive one. But what does that mean, exactly?

Budget Response 2019

The Treasurer’s budget is always followed by response from the opposition leader. This year’s response effectively marked the start of Labor’s formal election campaign for the upcoming election.

Who is the Treasurer and why do we have them?

on Tuesday next week, the Federal Treasurer hands down the government’s annual budget. It is the Treasurer’s chance to shine. So, what role does a Treasurer play in Australia’s politics?

Budgetary Policy: It’s all part of the plan

The first Tuesday in May is financial planning’s night of nights. That is the night when the Federal Government hands down its proposed budget for the coming financial year and beyond. This year, we have a first-time federal treasurer handing down the budget. That said, much of the heavy lifting of budgetary planning is done by employees of the government’s Treasury Department, so there is a lot of experience at hand.

Helping Younger Generations

Many older clients want to provide financial assistance to their children and grandchildren. But what is the best way? While every person is different, the basic principle remains the same: the best way to provide financial support to younger generations is to help them maximise their own wealth. This article shows you one way to do just that.

All about Trauma Cover

Many people think that life insurances are limited to death cover, total and permanent disability cover and income protection cover. But there is a fourth kind of life insurance that is often overlooked - but that can be very useful in certain circumstances.

Limiting your impulses is easier – and harder – than it used to be

Once upon a time, saving money was easy. Technology - actually, it’s absence - made life easier. But don’t despair: there are still things you can do to take back control.

Valentine’s Day and Money

People spend a small fortune on Valentine’s Day - and newlyweds are the worst culprits. Surely there are better ways to profess our love for each other than chocolates and champagne. Here is our recommendation.