July 2025

Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade

Why investing extra money from a rate cut can be a better long-term option. Millions of Australians holding variable rate mortgages are about to receive

Supporting your adult children or grandchildren in purchasing their first property can be a fulfilling way to help them achieve financial independence. However, it’s crucial

When to declare taxable and tax-free government payments, pensions and allowances in your tax return. What are government payments, pensions and allowances? Australian Government payments,

Investors have faced a wild ride in 2025. The excitement may not be over. Equity and fixed income markets took less than a month to

As Australia’s superannuation system evolves, so do the rules around how much of your super you can move into the tax-free pension phase. One of

If you are trying to get ahead financially, whether you are coming up with a deposit for your first home, focussed on paying down a

The inheritance wave is building but most people are unprepared for the ride Transfers of accumulated wealth from one generation to the next are part

Australia’s central bank cuts interest rates again by 0.25% to 3.85% in May 2025 The Reserve Bank of Australia (RBA) has conceded reality that interest

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s

Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking at how markets have performed

#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you