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Budgeting, Debt Management, Financial Planning, Investing
Setting Financial Goals for 2025: Your Path to Financial Freedom
With the new year underway, it’s an ideal time to reassess your financial situation and set clear goals for the future. Financial freedom isn’t just about having wealth; it’s about achieving security, independence, and peace of mind. Whether you’re looking to eliminate debt, grow your investments, or prepare for retirement, 2025 can be the year […]
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Financial Planning, Superannuation
Tax Planning: Maximizing Benefits Through Carry Forward Contributions
In the realm of tax planning, a deep understanding of superannuation contribution rules, such as the carry forward contributions rule, can lead to significant financial benefits. This rule is an effective strategy that enables individuals to increase their super balance while reducing their taxable income by leveraging unused concessional caps from previous years. It’s important […]
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Financial Planning, Investing
Four share market volatility indicators to watch
While there’s no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future. Daily fluctuations in individual share prices are totally normal, but when share markets as a whole become more volatile it can be quite unsettling for many investors. It should come as no surprise that there […]
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Financial Planning, Retirement Planning
Closing the retirement advice gap
The number of retired Australians is set to surge, and so will demand for retirement advice. Regardless of where you are on life’s journey, good advice is always valuable. Whether it’s buying your first car, your first house or preparing for retirement – getting advice can help validate your plans or steer you around pitfalls […]
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Financial Planning
The Next Bet on Interest Rates
The Reserve Bank has stated it has a low tolerance for a slower return of inflation to its target band. Interest rate movements are difficult to predict. The Reserve Bank (RBA) board will meet again on Tuesday 7 November to determine its next rates move – once again on the same day millions of Australians […]
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Financial Planning, Superannuation
The Valuation Conundrum: Valuing Unlisted Assets in Australian Superannuation Funds
Unlisted assets have played an increasingly important role amongst industry super funds. As of June 2023, the average proportion invested by industry superannuation funds in unlisted assets was 16.4%, with approximately 4.8% allocated to both unlisted equity and direct property and 6.7% to unlisted infrastructure. In comparison, Australia’s largest superannuation fund, Australian Super, currently holds […]
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