Investing and wealth creation is as much about your mindset as your financial position. Money and its management can evoke many emotions in people and in the video below we explore how you can best prepare yourself for success when navigating the share market.

Insurance is the warranty for when life hands you the unexpected. Hopefully, you will never need to cash in on it, but having it means you can sleep a little easier at night.

The good thing about our clients is they often provide us with new ideas and different things to think about. There’s always a question and hopefully it makes us better advisers. More experience benefits the needs of our existing and future clients. If you like to play the hypothetical game of “what if I’d stuck all my money into X?”, what would you discover?

As the business world slowly navigates the “new normal” brought upon us by COVID19 there are many dates, lodgements, enrolments & ongoing requirements to consider.  Unsurprising then that the prospect of seeking assistance for many is daunting. To help clarify requirements, we have provided a summary of the key information for businesses who have suffered a downturn & can meet the eligibility requirements for the Jobkeeper payment.

On a national basis, nearly 500,000 people have been tested with 6,649 confirmed cases. New cases appear to be levelling off. If we use the tests as a gauge for where we are, Australia seems now to be doing quite well. Flattening the curve as they say. 

Letting the actions of others determine our feelings isn’t sensible. Especially when it involves money.

It was a mixed quarter and economic data reflected that. Developed markets making small gains while emerging markets fell.

The next legislated increase in compulsory superannuation contributions is scheduled for July 1, 2021. However, it appears as though the next increase (and those to follow) may actually hurt due to low wages growth.

The ATO has recently introduced a new incentive to encourage on-time lodgement of SMSF returns.

Welcome to our latest COVID-19 update. On the government response, governments and central banks around the world have done their best to offer a response that may mitigate the economic fallout as much as possible. No stimulus will or can be perfect, and there will be economic casualties. This is the reality, as it is in every downturn. 

This week we thought we’d take the opportunity to pass on some direct information around specific questions our clients have been fielding. We’ve gone straight to our Director, Cos Schuh to answer these common questions coming in from some of our small business clients

There certainly is a lot of information out in the market regarding assistance and relief available for businesses and individuals who have been impacted by Coronavirus.  While we have been distributing updates on the assistance options available, this post has been created as a comprehensive summary of these as of 30 March 2020 so that you have them all in a single location.

The news around COVID-19 continues to move fast. In the face of tight measures to keep people safe and slow the spread of the virus, Governments are moving to alleviate the impact on individuals and businesses. Sunday’s stimulus had the following measures included.