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Budget Breakdown: How the 2024-2025 Australian Budget Affects You
- PUBLISHED: 18 May 2024
- - Article
Confused by the Federal Budget? Don't worry! This guide explains key measures like cost-of-living relief, tax changes, and housing initiatives. Learn how the budget could impact your finances. Read All
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Building Your Golden Nest Egg: A Strategic Guide to Retirement Planning
- PUBLISHED: 14 May 2024
- - Article
- - What is Financial Planning?, Superannuation
This comprehensive guide outlines key steps for building a secure and fulfilling retirement. Learn how to maximize income streams, manage expenses, and plan for the unexpected. Take control of your golden years today! Read All
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Stage 3 Tax Cuts: Keep More of Your Money! Expert Tips to Save
- PUBLISHED: 14 May 2024
- - News
- - Investment & Financial Advice
Australia's Stage 3 tax cuts are coming! Learn how to benefit with lower tax rates and strategic planning. Maximize your savings, manage debt, and boost your super. Get expert tips to make the most of the new tax system. Read All
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Navigating Division 293 Tax
- PUBLISHED: 06 March 2024
- - Article
- - Self Managed Superannuation, Superannuation
Discover how Division 293 tax impacts SMSF trustees beyond high-income earners. Explore strategies to manage tax implications effectively for optimal retirement planning Read All
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Understanding Changes to Superannuation Contribution Caps in Australia
- PUBLISHED: 22 February 2024
- - News
- - What is Financial Planning?, Self Managed Superannuation
Learn about the anticipated changes to superannuation contribution caps in Australia, including increases in concessional and non-concessional caps effective from July 1, 2024. Discover how these adjustments may impact SMSFs and individuals' retirement savings strategies. Read All
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Understanding the Costs of Self-Managed Superannuation in Australia
- PUBLISHED: 22 February 2024
- - Article
- - Self Managed Superannuation
Delve into the various costs involved in managing your own superannuation fund in Australia, from initial setup fees to ongoing operational expenses and investment costs. Learn how to compare these expenses with traditional superannuation funds and consider the associated risks before making informed decisions. Read All
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Unlocking Flexibility: A Guide to Non-Commutable Account-Based Pensions for Australians Over 60
- PUBLISHED: 29 January 2024
- - Article
- - Self Managed Superannuation, Investment & Financial Advice, Transition to Retirement
Explore the benefits and considerations of non-commutable account-based pensions for retirees over 60. Discover how these pensions offer flexibility, tax advantages, and potential investment growth, alongside risks and limitations to consider. Read All
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Empower Your Financial Journey: Why Checking Adviser Credentials Matters
- PUBLISHED: 29 January 2024
- - Article
- - What is Financial Planning?
Discover the importance of verifying adviser credentials on the MoneySmart website for both new and existing clients. Learn how this simple step ensures financial confidence, access to reliable information, and builds trust in the adviser-client relationship Read All
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Understanding the Seniors and Age Pension Tax Offset (SAPTO)
- PUBLISHED: 22 November 2023
- - Article
- - What is Financial Planning?
Navigating the Seniors and Age Pension Tax Offset: Eligibility, Thresholds, and CalculationsA Comprehensive Guide for Australian Seniors and Pensioners Read All
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Navigating the Journey of Carership: A Story of Resilience and Support
- PUBLISHED: 14 November 2023
- - Article
Jasmine's story is one of resilience and support. When her mother suffered a stroke, Jasmine stepped up to care for her. The demands of caregiving were overwhelming, but Jasmine found financial assistance and emotional support through government programs and online platforms. Today, Jasmine is looking to the future with renewed hope. Read All