Tax Planning Strategies for EOFY

As the end of the financial year approaches, it’s crucial for individuals and businesses alike to engage in effective tax planning. By taking proactive steps to manage your finances before the year ends, you can optimize your tax situation, minimize your tax liabilities, and potentially ...

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Changes to the Home Guarantee Scheme

There is good news for prospective homebuyers with the Federal Government broadening the eligibility criteria for programs under the Home Guarantee Scheme, enabling more buyers to qualify. Federal Treasurer Jim Chalmers delivered the 2023-24 Federal Budget last month and announced the ...

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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 part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other ...

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Are you underinsured?

Simply put, underinsurance is when your sums insured are inadequate and will not cover the replacement value of the items you are insuring. Remember, when you insure, you are insuring for the replacement value, NOT market value. This is important when considering your sums insured, especially ...

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Applications and Tools available with Microsoft 365

Did you know that Microsoft 365, previously known as Office 365, includes a collection of productivity applications and services that are designed to enhance collaboration, communication, and productivity in both personal and professional settings. Microsoft 365 offers various subscription ...

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ATO Finalises Section 100A Guidance for Family Trusts

Do you operate your business via a family trust? The ATO released its final guidance material on the application of section 100A on 8 December 2022 – TR2022/4 and PCG 2022/2. In doing so, it has fortunately clarified a number of issues. To recap, the ATO in February 2022 updated its guidance ...

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Microsoft Teams Calling

Are you wanting to collaborate simply and seamlessly with your staff and clients from any location – working from home, on the road or on-site/in the office?  Are you finding your office phone system is outdated and you don’t know what to replace it with? Microsoft Teams Calling is a ...

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To Buy or Rent?

It’s the ultimate property conundrum – to buy or rent? The answer is: it depends. Deciding whether to buy or rent a property depends on various factors such as personal preferences, financial situation, and the state of the housing market. A decline in home prices could be beneficial for buyers ...

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Personal Accident Insurance

If your income and livelihood rely on your physical wellbeing, then you should strongly consider taking out a Personal Accident and Sickness policy. If you experience an accident or illness that prevents you from earning an income, Personal Accident and Illness cover can provide you with a ...

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Buying Shares for Kids

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around. In fact, many young people would like to know more about money, ...

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