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Latest Financial Planning News

  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​  If you have any questions, or require further assistance, please send us an email or phone.​

  • ‘HomeBuilder’ grants now available.

    $25k grants for housing construction, renovations to bolster industry.  The Federal Government will give eligible Australians $25,000 to build or substantially renovate their homes.

  • Related-party property development concerns — Part 1

    In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

  • The value of financial advice

    A 16-year study by Vanguard Investments found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of returns from investing.