Insights

Retiring without a mortgage has a large positive impact on retirement confidence. For decades the “Great Australian Dream” has been the general desire by most

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to

Many Australians expect an inheritance, but their parents may have a different view.  Around one in two Australians have received or expect to inherit money

If you earned Australian income between 1 July 2023 and 30 June 2024, you may need to lodge a tax return.  If you’re doing your

Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the

Key points: Getting an assessment is the first step towards getting access to Government funded services Assessments are undertaken by the Aged Care Assessment Team

It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years have delivered a serious reality

The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies

Binary options promise quick, high returns. But the reality is you will lose your entire investment most of the time. Binary options are financial products

As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know

Teaching kids about money The truth is, adulthood is rife with financial challenges. The more prepared your children are, the better. From budgeting and saving,

Household wealth or net worth is a measure of a household’s assets less its liabilities. Household wealth always generates a lot of interest in Australia