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Are you planning for Christmas yet?
This year, more than ever, we’ll need to be on the front foot for the festive season. As international borders remain shut and state...

Luke Palmer
Oct 25, 20212 min read


Economic Update - October 2021
In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key Points Share markets...

Luke Palmer
Oct 6, 202116 min read


Got the urge to Spring Clean? Don't forget your finances too!
Along with warmer days and the smell of jasmine, Spring brings with it a certain kind of itch. It’s that seasonal urge to clean up, throw...

Luke Palmer
Sep 27, 20213 min read


Economic Update - September 2021
The Big Picture The S&P 500 has closed the day at record highs 53 times this year but many of the gains were only marginally higher. The...

Luke Palmer
Sep 13, 202110 min read


Carry forward your unused contribution caps and catch up on your Super Savings
Topping-up your super can become a tax-effective way to provide you with an income in retirement. That’s why so many Australians choose...

Luke Palmer
Aug 31, 20213 min read


Economic Update - Auguest 2021
Key points Despite some key economies reopening, the Delta variant of COVID 19 remains a real risk Inflationary fears are still with us...

Luke Palmer
Aug 16, 20218 min read


Be scammer-aware!
We all know to cover our PIN from prying eyes and keep a lock on our letterbox. But are we rolling out the welcome mat to scammers...

Luke Palmer
Aug 2, 20212 min read


Good mood food
Find yourself waking up feeling snappy or gloomy? Or craving a sugar hit to clear the afternoon brain fog? Check the fuel you’re putting...

Luke Palmer
Jul 20, 20212 min read


Understanding the new super guarantee contributions
About 8.3 million Australian workers are set to get a boost to their long-term savings from July. On July 1 the compulsory superannuation...

Luke Palmer
Jul 5, 20212 min read


Extension to pension minimum drawdown reduction
Pension minimum drawdown reduction extended In its 2020 economic response to the COVID-19, the Australian Government announced a...

Luke Palmer
Jul 5, 20211 min read


Economic Update - July 2021
The Big Picture During June, the COVID vaccine saga lurched deeper into confusion. Initially, it looked like the older residents in the...

Luke Palmer
Jul 5, 202110 min read


Economic Update - June 2021
Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Key points...

Luke Palmer
Jun 23, 202110 min read


Smart Super Strategies for this EOFY
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the...

Luke Palmer
Jun 7, 20214 min read


Tax Time Tips for 2020/2021
As the end of financial year approaches, we’ve put together some tips to help you maximise your tax effectiveness. 1. Make sure you have...

Luke Palmer
Jun 7, 20215 min read


How to have better conversations about money in your relationship
Money can be the cause of friction, fights, and relationship bust-ups. Relationships Australia surveyed people about why they thought...

Luke Palmer
May 24, 20212 min read


"Want" or "Should"? Setting goals that really matter
In an ideal world how we spend our money and time should reflect what we value in life. But sometimes our goals have a big ‘should’...

Luke Palmer
May 24, 20213 min read


Federal Budget Summary 2021
Please find below a high-level overview of key takeout’s from the Federal Budget Summary 2021 as delivered overnight. Taxes The Stage 3...

Luke Palmer
May 12, 20214 min read


Economic Update - May 2021
Markets reach new highs US economy remains very strong supported by massive stimulus spending Australian economy continues to see a...

Luke Palmer
May 10, 20218 min read


When to start talking money with kids
If you want your kids to get into good habits with money, when should you start teaching them about it? Are the pre-school years too soon...

Luke Palmer
Apr 23, 20214 min read


Economic update - April 2021
Vaccination nationalism! US COVID-19 infection rate starts to climb again despite vaccine rollout US and global economic growth strong –...

Luke Palmer
Apr 6, 202111 min read
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