16 June 2021

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Counting Down to 30 June

Counting Down to 30 June

Counting Down to 30 June It has been a year of change like no other and that extends to tax and superannuation. As the end of the financial year approaches, now is a good time to check some new and not so new ways to reduce tax and boost your savings. So gather up any paperwork you need to prepare your personal tax return. This may include bank and superannuation statements, records related to share or property investments, receipts for charitable donations and work-related expenses. Wi...

19 November 2020

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Getting Retirement Plans Back on Track

Getting Retirement Plans Back on Track

Getting Retirement Plans Back on Track After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, a financial tune-up may be required to get your retirement plans back on track. You may even find you're in better financial shape than you feared, but you wo...

7 October 2020

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2020 Federal Budget - Building a Bridge to Recovery

2020 Federal Budget - Building a Bridge to Recovery

Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia's future. As expected, the focus is on job creation, tax cuts and targeted spending to get the economy over the COVID-19 hump. The Treasurer said this Budget, which...

27 May 2020

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Helping You Navigate Uncharted Territory

Helping You Navigate Uncharted Territory

The coronavirus pandemic has resulted in dramatic and unprecedented changes for many families and households, impacting social lives, workplaces and finances. As financial advisers, we are responding to the unfolding crisis to assist our clients to manage the financial repercussions. From looking at how the Government's measures will impact your finances, to developing a plan to assist you to be positioned in the best possible way to make it through this period, we can provide suppo...

6 May 2020

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Keep the economy moving

Keep the economy moving

Keeping the economy moving The Morrison Government's mind-bogglingly large support packages to get Australians through the COVID-19 shutdown have dominated headlines, and rightly so. Only months ago, the Australian economy was in relatively good shape and headed for a Budget surplus. It's not just the Government that has swung into action. Behind the scenes, the Reserve Bank of Australia (RBA) has also pulled out all stops to keep the economy moving.  RBA monetary policy is...
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New COVID Support from Federal and NSW Government

Jul 14 2021
New COVID Support from Federal and NSW Government On 13 July 2021, the Federal and ...

Counting Down to 30 June

Jun 16 2021
Counting Down to 30 June It has been a year of change like no other and that extend...

Federal Budget Update 2021-22 - Investing in Recovery

May 12 2021
Investing in recovery In his third and possibly last Budget before the next federal...
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