Rentvesting is a way to get into the property market
Your Life

Rentvesting: Just a craze, or a savvy move?

- March 7, 2022 6 MIN READ

An increasing number of millennials are rentvesting to enter the property market, but is it actually a good way to get ahead? Even if you’ve been living under a rock, you know that Australian property prices have surged lately. Supply shortages have driven higher prices because Australians have been using their savings from the lockdowns… Read more »

What is a family trust
Your Life

The principles and benefits of a family trust

- March 3, 2022 3 MIN READ

A family trust can serve a wide range of purposes and be extremely useful vehicles for tax planning, financial planning and investment. The Australia Institute examined ATO data and found that there are more than 800,000 trusts in Australia, with assets totalling more than $3 trillion. One of the reasons for the popularity is that… Read more »

Money focus - do I really need insurance
Your Life

Money focus: Do I really need insurance?

- February 28, 2022 6 MIN READ

Each week we ask a question to help you focus on an area of your finances that might need a closer look. This week: Do I really need insurance? Ah, the old insurance dilemma has found us at last. Over many weeks, we’ve kicked things off, found our focus, changed our habits, made a few… Read more »

Managing money in your 50s
Your Life

Top tips for managing money in your 50s

- February 23, 2022 3 MIN READ

Managing money in your 50s is all about enjoying everything you’ve worked for, while planning for what comes next. In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s next. You might be preparing for… Read more »

Become CFO of your household
Your Life

How to be the CFO of your household

- February 22, 2022 3 MIN READ

Like it or not, you’re CFO of your household and you can apply some basic corporate principles to help you improve your financial position. Ever wondered what it would be like to control millions (or even billions) of dollars? For chief financial officers, it’s an everyday reality. The financial controllers of large companies spend their… Read more »

Caring financially for elderly parents
Your Life

How to best look after your elderly parents financially

- February 17, 2022 3 MIN READ

Caring for elderly parents who are finding it difficult to look after themselves financially is a big commitment. It can cause friction, but it doesn’t have to. It is a sad story which touches so many Australian families when elderly parents can no longer care for themselves. Responsibility invariably falls to the children, which can… Read more »