A 2023 Advent Calendar for our clients
Come back each day and click on the next date for more inspirational and Christmas quotes.
Categories for Financial Planning News
Retirement is not just about dollars
A life-cycle consultant has revealed only two in five retirees admit to being happier once they stopped working, prompting him to issue a reminder that achieving a satisfactory retirement goes well beyond how much money a person has saved in their superannuation fund.
Most powerful countries throughout time.
Check out the most powerful countries in every century.
Teaching children about the value of money
Transferring money to children can be one of the most valuable financial steps parents can take.
Investment and economic outlook, October 2023
The peak drag on consumption caused by European Central Bank (ECB) monetary policy will likely occur in the first two quarters of 2024, according to Vanguard research.
SMSFA says proposed super legislation will hit farmers, small businesses the most
Small business owners and farmers with land or business premises owned by their SMSF are the big losers in the draft legislation on the Better Targeted Superannuation Concession, claims the SMSFA.
How to budget using the 50/30/20 method
This is a great strategy for anyone who wants an easy and structured budgeting method.
ATO takes hard line on in-house asset rules
A recent announcement from the ATO on in-house asset rules has left many in the auditing sector stunned, claims a leading adviser.
Working after pension age
The Australian Government is assisting older Australians to work, if they are able and wish to do so, by allowing them to keep more of their pension when they have income from work.
