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About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your superannuation fund. A downsizer contribution...

Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed investment trusts include: cash management trusts money market trusts mortgage trusts unit trusts managed funds, such as...

If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk involved and a long-term financial impact. Get independent financial or...

If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements Common rental arrangements include where you: rent part of the property (rent out...

Why invest in property? What makes this such a popular option? You can earn rental income plus benefit from capital growth. What’s different for investors vs. homeowners? Stamp duty If you’re an investor you’ll also pay stamp duty, which...

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands...

Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you a better chance of acting quickly to take advantage of opportunities...

Introduction Starting in the early 1980s investment returns were spectacularly strong. Sure there were bumps along the way like the 1987 share crash, but Australian balanced growth superannuation funds returned an average 14.1% pa in nominal...

Looking to reach and
exceed your money goals?

Master Your Money | Online Wealth Coach is your step-by-step guide to insider financial planning secrets in a 12-module online format, covering every money-topic for all financial circumstances.

 

Provided in an easy to digest and hands-on format, the platform was built with you in mind so that you feel empowered to reach your financial goals, at your own pace in the comfort of your home!

Inclusions:

  • Unlimited Wealth Coach Access
  • Downloadable Wealth Bundle with Worksheets and Resources
  • Access to Supportive Facebook Group