#wealthmangement

Getting married

Getting married

People sometimes don't realise that their partner has completely different financial goals to them.

Understanding different types of retirement pensions

Understanding different types of retirement pensions

Currently, to be eligible for a full or part Age Pension, you must satisfy an income test and an assets test, as well as other requirements.

Superannuation and separation: Who keeps the money?

Superannuation and separation: Who keeps the money?

Another thing to note is even if one of you hasn’t contributed to super for many years, that person could still be entitled to a percentage of the other’s super.

How to fund a child's education

How to fund a child's education

Accumulating funds in a child’s name is generally not suitable as the unearned income of a minor is taxed at the top marginal tax rate.

SMSFs and your retirement horizon

SMSFs and your retirement horizon

Here we look at what to consider when deciding on the right mix of investments for your SMSF as you countdown the years to retirement.

Is it better to buy an investment property or home first?

Is it better to buy an investment property or home first?

Its worth knowing some more about both options to ensure you’re making a well informed decision.

5 tips for a stress-free converstaion about your will

5 tips for a stress-free converstaion about your will

But no matter how stressful that conversation is, not talking about what’s in your Will could cause confusion, bitterness, far bigger family feuds and even legal battles after you’re gone.

Property market chart pack July 2018 -CoreLogic

Property market chart pack July 2018 -CoreLogic

Sydney dwelling values have fallen by -0.9% over the second quarter of 2018 and they are -4.5% lower over the past year. Dwelling values across Sydney are now -4.8% lower than their July 2017 peak.

Tax Differences: Property vs Shares

Tax Differences: Property vs Shares

This prompted me to think about the relative pros and cons of property and share investment in terms of tax.

Would downsizing be worthwhile for you?

Would downsizing be worthwhile for you?

Where you could save ‘Super”, “Mortgage”, “Utilities”