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Death, Taxes and Superannuation

For most Australian residents, and the Australian expats planning to retire down under, superannuation will in many cases be one of the most tax efficient ways to save for and provide your retirement income. Providing your superannuation is managed appropriately and you receive the right advice, it can offer significant tax and estate planning benefits. [...]

How To Boost Your Borrowing Capacity as an Aussie Expat

“The most important phrase in the world of money is cash flow. The second most important is leverage.” - Rich Dad, Poor Dad If you’re an Aussie expat living and working overseas, and you’ve tried to either refinance your existing loans in Australia, or borrow new funds, then chances are you’ve experienced just how difficult [...]

Aussie Expats – Find Your Unclaimed Super

As of 30 June 2017, there are more than 6.3 million lost and unclaimed super accounts, including those held by the Australian Tax Office (ATO), with a value of just shy of A$18 billion. If you’ve ever had more than one job in Australia, or even changed your name or address, then chances are some [...]

What Risks Are Lurking Inside Your Superannuation Fund?

As an Australian expat planning to retire back home then your superannuation will likely be one of the most tax-efficient vehicles for you to save for and provide for your golden years. Despite constant and perhaps poorly-communicated changes to the superannuation system by the Australian Government, it’s important that as an Aussie expat you pay [...]

By | 2018-04-01T10:23:04+00:00 January 25th, 2018|Uncategorized|0 Comments

How Can I Provide For My Disabled Child

If your child has a disability, it’s important to consider and plan for the financial impact this can have on both your Budget and long term financial plan. Some of the important considerations and expenses when it comes to your Budget can include: Carer or helper to provide for your child Medication or healthcare requirements [...]

High Dividend Stocks – Is it time to EXIT..?

Let’s start with the basics. A dividend is a share of a company’s profits that are paid to shareholders. Investing in companies that are paying consistent dividends has been a consistently profitable strategy over the past 5 years, but is it time to change tact? With interest rates rising, and political uncertainty at record highs, [...]

End of Financial Year – Craziest Tax Deductions Claimed

With the end of the Australian financial year rapidly approaching, we thought we’d sit back and take a look at some of the quirkiest tax deductions people have tried to claim for in the past. Tax Deductible Arsonist..? A particularly bright individual in the US (of course) not only wanted to claim his insurance proceeds [...]

Financial Planning Myths Blown WIDE OPEN

“Sticking your head in the sand does not prevent the tide from coming in.” ― K.J. In the world of financial planning, we’ve seen all sorts of strategies and advice being provided, but just how do you separate fact from fiction. How can you tell the brilliant from the BS. Below I have dispelled some [...]

Financial Planning & Divorce

A recent report has found that it takes the average person 5 years to recover financially from divorce or a relationship breakdown. While for some it will be a lot less, and for others much longer, it’s important not to overlook the possibility. The Australian Bureau of Statistics (ABS) has found that the average age [...]

Romance – The Greatest #Scam

“The brain is the most outstanding organ. It works 24 hours a day, 365 days a year from the day you’re born until the day you fall in love.” While many of us believe we’re smart enough to spot a scammer a mile away, the statistics suggest otherwise. In 2016 alone, there were 4100 Australians [...]