12Aug

Vanessa Stoykov: 3 ways to get your partner on board with money plans

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We are pleased to share with you a special piece from renowned Australian money educator Vanessa Stoykov. Below, Vanessa discusses ways to help you and your partner get on the same page with money. 3 ways to get your partner on board with money plans by Vanessa Stoykov I have been asked many times, by […]

12Aug

Staying alert: The different types of scams

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In 2020, Scams Awareness Week was held in August (17-21 August 2020). At the time, the ACCC’s Scamwatch had reported that over $104 million had been lost in 2020 (including August) to people falling victim to scams. At the conclusion of 2020, this figure had risen to over $175 million in total reported losses from […]

12Aug

Tax deductions for the financial year ahead

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Preparing your individual tax return can be quite involved, with multiple sections requiring consideration including: income, deductions, capital gains and losses, offsets (rebates), and the Medicare levy. Therefore, whether you prepare your tax return yourself, or use a registered tax agent, you can make the process quicker and easier by having all of your receipts, […]

12Aug

Tips for reviewing annual super statements

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When it comes to retirement, many of us may receive retirement income from various sources. For example, investments (inside and outside super) and social security entitlements, such as the Age Pension. Importantly, if we desire to have a retirement lifestyle greater than what can be provided by sole reliance on the Age Pension and the […]