Investing
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work,...[Read More]
Treasurer moves to fix ‘widow’s tax’ after backlash
5 August
The government is moving to fix its so-called “widow’s tax” following criticism its tax reforms denied Australians who inherited an investment property from their partner access to negative gearing concessions. The fix is part of a raft of the...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Young investors bet the house on dialling up their risk
22 July
Lofty stock valuations and the biggest investment tax shake-up in decades don’t appear to be impacting the risk appetite of young Australians, according to investing platforms. This cohort is increasingly turning to investing to save for their...[Read More]
Family affair: investor tax changes spawn new tactics
8 July
A 1950s red brick walk-up in southwest Brisbane is a window into how the federal budget is reshaping the property market. Marketed as “the ultimate set-up for multi-generational living”, the three-unit apartment block in Oxley has bucked the...[Read More]
Pledge to fix ‘widow’s tax’ on investment properties
1 July
Treasurer Jim Chalmers has promised to fix laws imposing a so-called “widow’s tax” on investment properties, without providing details on how he will close the loophole. The issue, which relates to investors with jointly owned properties...[Read More]
CGT share changes will ease home prices, treasurer says
17 June
Controversial tax changes for shares and businesses will prevent more money from being funnelled into existing homes, Treasurer Jim Chalmers claims. Businesses have been relatively receptive to Labor’s decision to wind back tax breaks for property...[Read More]
AI risks deepening divide between investors and workers
3 June
The divide between people who earn income from investments and those who work for a living could be exacerbated by the artificial intelligence revolution, economists at Australia’s largest business lender warn. While the adoption of AI is expected...[Read More]
Investor tax cut call as opponents fight Labor plan
27 May
Investor incentives should be increased, not cut, a senior Liberal says, as Labor moves to rush its once-in-a-generation tax overhaul through parliament. Business leaders have warned the measures, laid out in the federal budget earlier in May, will...[Read More]
When you should consider consulting a property agent and what they can do for you
7 May
Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations. Here are some key instances when you should consider consulting a property agent and...[Read More]
Building the right team when buying an investment property
2 April
Purchasing an investment property is a major financial decision. For many Australians, it involves committing significant capital, taking on long-term debt, and relying on the property to help build wealth over time. Investment properties can...[Read More]
‘Dumbest option’: top economist slams housing tax break
25 February
A major rewrite of Australia’s tax rules is needed to make them fairer and more efficient, one of the nation’s top economists has warned. Former Treasury secretary Ken Henry, who led a 2010 review of taxes, said the current system could be...[Read More]
Using your accountant or adviser as a mentor for your new business
1 January
Starting a business is an exciting yet challenging endeavor. As an entrepreneur, you need to navigate various systems and processes while minimising errors and maximising success. To gain a competitive edge and make informed decisions, establishing...[Read More]
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
We all want to pay less tax — but what does “Tax Minimisation” really mean?
9 October
It’s no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But there’s a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation — the legal and...[Read More]