20May

11 key tax facts about superannuation

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The financial lifecycle model is a simple framework to help you understand wealth accumulation and cash flow generation—your progression from financial dependence to independence. Importantly, we all tend to invest in either one or more of the different types of asset classes to help us achieve our financial goals (a common financial goal for many […]

20May

Financial wellbeing: Financial literacy quiz

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When it comes to achieving financial wellbeing, financial literacy plays a fundamental ongoing role. Financial literacy* has been defined as ’a combination of awareness, knowledge, skill, attitude and behaviours necessary to make sound financial decisions and ultimately achieve individual financial wellbeing’. Further to this, financial wellbeing^ has been defined as ‘when a person is able to […]

20May

EOFY planning for the 2020-21 financial year

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The end of the 2020-21 financial year is close at hand, with 30 June on the horizon. Please consider a review of your existing personal finances, and see if there is anything you can do between now and then that could benefit your financial situation, goals and objectives. Below are several EOFY planning tips you […]

12May

2021 Budget: The ‘Securing Australia’s Recovery’ proposed measures

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The Federal Budget is a series of papers. These Budget papers provide us with important information on the current and forecast economic and fiscal position of Australia (including expenditure and revenue), as well as the Government’s policy priorities (and accompanying proposed policy measures to achieve them). Traditionally, the Budget is delivered in May each year—last […]