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Superannuation

Is Death Tax Fair?

As single-person households become more common, financial planners are raising concerns about the fairness of Australia’s superannuation tax system.

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News

Market Update – 22 January 2025

The Australian share market surged to a six-week high on Tuesday, buoyed by optimism following Donald Trump’s assumption of office.

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Lending

Case Study: Owning a Home Against the Odds 

John, a 35-year-old professional, dreamt of owning his own home in Melbourne. Despite having a stable job and a decent salary, John faced several hurdles.

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News

Job Vacancies in 2024: Impact on RBA

The Australian Bureau of Statistics (ABS) has reported a notable increase in job vacancies for November 2024, with the total number reaching 344,000.

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News

Market Update – 08 January 2025

Global financial markets reacted strongly to the U.S. Federal Reserve's final policy decision of the year, which delivered the expected 25 basis point interest rate cut but signalled a slower pace of easing in 2025.

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Retirement

When to Start Your Retirement?

There is now a lot more flexibility around when to leave work. Many people retire at around 60 or 65, but some are happy to work into their 70s and beyond. The world has changed.

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Investment

Santa Claus Rally

As the festive season approaches, investors are keenly watching for the annual phenomenon known as the Santa Claus Rally.

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Investment

Milford Dynamic Small Cap Fund Insights

Our Managing Director Tyson Roberts sits down with Michael Higgins to discuss the investment strategies and market outlook of the Milford Dynamic Small Cap Fund.

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Investment

Navigating the Complexities of Inheriting Shares

Inheriting shares can be both a financial boon and a complex challenge, especially when it comes to understanding the tax implications and aligning inherited assets with your financial goals.

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Estate Planning

Victorian Government's Probate Fee Increase

The Victorian government has announced an increase in probate fees effective from 18 November 2024.

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News

Market Update – November 2024 Snapshot

November 2024 was a dynamic month for global share markets, marked by significant gains and notable economic events.

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News

Record Black Friday Spending Surge

Australians have set a new record for Black Friday spending, with a staggering $6.7 billion spent over the four-day period from Black Friday to Cyber Monday.

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Bet365 CEO Denise Coates' £260 Million Pay Package Sparks Controversy

In a stunning revelation, Bet365 CEO Denise Coates took home an astronomical pay package of over £260 million in the year leading up to March 2022, according to the company's latest accounts. This figure, while jaw-dropping, marks a significant drop from the record-breaking £471 million she received in 2020.

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5 FIXES FOR THE STRESS OF RUNNING A BUSINESS

Every working environment has the potential to creatbut when you’re running a business, the pressure can be intense. It is not uncommon that with this added pressure, as a business owner, you experience more stress. We sat down with Rachel Clements,who explains how you can fix it when running a business.

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TRANSITIONING INTO RETIREMENT

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BEING SENSIBLE WITH BUY NOW PAY LATER

Move over debit and credit cards; consumers are flocking to Buy Now Pay Later (BNPL) services.Financial technology companies such as Afterpay, ZipPay and several others  allow shoppers to take home their purchases now while paying them off through weekly, fortnightly or monthly payments.

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ABOUT US

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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ABOUT US

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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