Why investors are urged to resist impulsive decisions in turbulent times
March 2026 | Newsletter 32 Investors are being urged to resist making impulsive decisions about their shares and other growth assets as the conflict in the Middle East plays out. Market fluctuations in the wake of the war in the Middle East are a timely reminder for investors to stay calm when dramatic world events unfold. […]
Investment diversification can help you build a resilient and balanced portfolio
February 2026 | Newsletter 31 Diversification is a fundamental investment principle that involves spreading your money across different asset classes rather than relying on a single investment type. By allocating funds across assets such as shares, bonds, property and cash, you can better manage risk while positioning your portfolio to benefit from a range of […]
Budgeting for 2026 Using the 50/30/20 Method
January 2026 | Newsletter 30 This is a great strategy for anyone who wants an easy and structured budgeting method: To achieve our financial goals, we need to know where our money is going. This is why having a budget is so important. What’s even more important is to find a budget that matches your […]
Festive Season Financial Planning
December 2025 | Newsletter 29 Enjoy the Festive Season Without the Financial Hangover As the festive season approaches, many of us look forward to spending time with family and friends, taking a well-earned break, and celebrating the year that has been. While Christmas is a time of joy and generosity, it can also place unexpected […]
Christmas and New Year Office Closure
November 2025 | Newsletter 28 As we head into the final months of the year, November/December is the ideal time to take a step back and prepare your finances for both the upcoming holiday season and the year ahead. A little planning now can make a remarkable difference to your financial confidence in January. Did […]
October Opportunities: Smart Financial Moves to Strengthen Your Future
October 2025 | Newsletter 27 The year may be winding down, but your opportunities to build wealth are ramping up As we approach the end of 2025, it’s the perfect time to pause, reflect, and make a few strategic tweaks that can set you up for a stronger financial year ahead. Conditions have steadied, confidence […]
Tax Time Follow-Up: Statements, Refunds, and Deductions
September 2025 | Newsletter 26 As we approach the final stages of tax season, it’s a great time to complete your 2024–25 tax return if you haven’t already and if applicable. While lodging a tax return is a legal requirement for most working Australians, some individuals – such as those receiving certain pensions – may not […]
Don’t Miss Out: Remember to Claim Your Super Contribution Tax Deduction
July 2025 | Newsletter 25 As we approach the end of the financial year, it’s important to ensure you’ve ticked all the right boxes—especially when it comes to your superannuation. If you’ve made a personal contribution to your super fund during the current financial year, you may be eligible to claim a tax deduction—but it’s not automatic. What […]
2024-25 / Year-End Super Strategies
May 2025 | Newsletter 24 As we approach the end of the 2024-25 financial year, it’s a great time to review year-end superannuation strategies and get ready for the new financial year. When a super contribution is made can be an important factor for many super and tax measures, such as: • A super contribution […]
2025-26 Federal Budget Briefing
March 2025 | Newsletter 23 Energy bill relief extension The Government has announced the extension of energy bill relief for eligible Australian households and small businesses until 31 December 2025. This measure, which provides $150 in relief paid as $75 over two quarters, aims to alleviate the cost-of-living pressures. From 1 January 2026, it’s proposed […]