INDEPENDENT FINANCIAL ADVICE

A fintech firm has launched what it claims is the UK’s first “free and independent Financial Planning app for freelancers and...

Given that self-managed superannuation funds (SMSFs) enjoy substantial tax concessions, it comes as no surprise that the Australian...

MOUNTAIN View Medical Centre in Mossman has been serving the local community for over thirty years, but in recent months a lot has...

Banks would have to bluntly warn parents planning to guarantee their children's business debts that they risk losing their home, and that...

On 24 May 2018, the Minister for Revenue and Financial Services announced the beginning of a 12-month Superannuation Guarantee Amnesty...

Here’s something you might not expect to hear a financial planner say: maybe repaying your debt is the last thing you should do. We...

Problems with cash flow are constraining the revenue generation of virtually all Australian SMEs, a new report suggests, indicating it...

On March 20, Senator John Williams will notify the joint coalition senate party room of plans to move a referral to hold a parliamentary...

I spend much of my time with senior executives from organizations in, shall we say, not the most glamorous fields: community banks,...

Small business bosses are being forced to use their homes as "piggy banks" to sustain cash flow, pay wages and keep their doors open,...

ASX-listed online recruiter Seek has warned it was "unlikely" that automation would create more new jobs than the ones that will be lost....

We will start this blog with a question. When you spend money, how often do you ask yourself what you won’t be buying as a result of your...

Not all debt is the same. Even if the interest rate is. One of the main differentiators between debt is whether or not you can claim a...

Financial planners divide debt into two types: deductible debt and non-deductible debt. Deductible debt lets the borrower claim a tax...

2017 is drawing to a close and we wish you all the very best good fortune of the season. Thank you for being part of our journey in 2017....

This week we continue our theme of inter-generational financial planning. We turn our attention to the very young members of your family....

Sometimes people really do win the lottery. But here is a story of someone who won the lottery twice. We recently came across a genuine...

Marriage automatically revokes a will, unless the will specifically contemplates the marriage and names the intended spouse. So, if you...

Superannuation is an area that is often forgotten or misunderstood in the estate planning process. A super fund member cannot just sign a...

Being self-employed requires an entirely different ‘mindset’ to being an employee. In our own experience, and in our observations of...