top of page
Search


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


"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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


Don't dream it. Do it! How to reach your financial goals.
What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is...

Luke Palmer
Mar 29, 20213 min read
Â
Â
Â


What we can learn from our Money Personality
Becoming aware of how our personality influences our approach to money can help us change for the better. Perhaps your father pins his...

Luke Palmer
Mar 15, 20212 min read
Â
Â
Â


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

Luke Palmer
Mar 8, 202111 min read
Â
Â
Â


Have you found your ikigai?
As we head into March and enthusiasm for those well-intentioned New Year’s resolutions begins to wane, maybe now is the perfect time to...

Luke Palmer
Mar 1, 20213 min read
Â
Â
Â


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

Luke Palmer
Feb 16, 202115 min read
Â
Â
Â


Investment Bonds - What are the benefits?
Are you looking for a tax effective way to save for a child or grandchild to give them a financial head start? What is an investment bond...

Luke Palmer
Feb 1, 20212 min read
Â
Â
Â


Understanding Debt Recycling
What is debt recycling? Debt recycling is a strategy designed to help you pay off your non-deductible debt (e.g., your mortgage) while...

Luke Palmer
Jan 25, 20212 min read
Â
Â
Â


Economic Update - January 2021
Recovery continues but short-term uncertainty taints 2021 prospects COVID-19 vaccines rolling out but slower than anticipated – a more...

Luke Palmer
Jan 12, 202112 min read
Â
Â
Â
bottom of page
