Blog posts

Downsizing - What's best for you?

15 Jul 2014

Downsizing a home can free up capital and enhance your lifestyle in retirement. However, if the right measures aren't taken it can actually ruin those golden years. Below are some considerations that can help you determine whether downsizing your home is right for you, and a few tips on how to go about it.

Keeping your eyes on the prize

04 Jul 2014

The end of one financial year and the start of the next is usually a great time to stop and think about new opportunities which may be available to enhance your overall financial well being. Most of us will have been impacted in one way or another by the changes announced in the May Federal Budget.

Fringe Benefits Tax - the opportunities for high income earners

04 Jul 2014

As part of the recent Budget measures announced by the Federal Government, the Fringe Benefits Tax (FBT) rate will increase from 47% to 49% from 1 April 2015 until 31 March 2017, that is, for the 2016 and 2017 FBT years.

Investing in Property? Things you should keep in mind

20 Jun 2014

Property may seem like a great investment opportunity, and for some it is. However, it is not the right choice for every investor.

Financial Literacy for Academics

20 Jun 2014

As an academic, you have devoted your life to teaching the next generation, preparing them to take on the world with confidence and success, or you've dedicated your time to the next innovation to help better the lives of people around the world.

Spotting the wolves

30 May 2014

Do you know how to spot the difference between good and bad financial advice?

Investment returns – does tax really matter?

22 May 2014

​You bet it does. You see, we have a habit of spending our money in after-tax dollars. So if we are relying on our investments to fund our lifestyle in retirement those investments will need to work harder if our return is being eroded away by excessive amounts of income or capital gains tax along the way.

Qld Health Contracts – cautiously moving ahead

20 May 2014

The last couple of months have seen a significant escalation in tension between doctors and Qld Health over the terms of the proposed contracts for SMO and VMO practitioners.

Managing your finances during illness and hardships

16 May 2014

A family member of mine recently underwent a tough battle with an aggressive leukaemia. As many have experienced, the constant hospital stays, doctor visits and general care required by such an illness can turn a family upside down.

Super is on the up, are you taking advantage?

12 May 2014

With many recent changes to superannuation, it is important to be informed about how the new legislation will affect you and your family.

Natural synergies

17 Apr 2014

As brothers, David and Craig Raits have always been close. They studied the same subjects at school, obtained the same degree at university, became CPAs, and even now work for the same company.

Is a Self Managed Super Fund right for me?

10 Apr 2014

There's no doubt that Self Managed Super Funds (SMSF) have received a lot of attention in the press over the past few years.