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An Exploration of Australian Foreign Direct Investment (FDI)

December 9, 2022
Financial Planning
Meaning of Foreign Direct Investment (FDI):Foreign investment takes place when an individual, business or an investment vehicle (such as a superannuation or pension fund) external to Australian economy decide to establish a new venture in Australia or purchase property or shares in an Australian-own ...
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Commonwealth Seniors Health Card

November 7, 2022
Financial Planning
What is the Commonwealth Seniors Health Card?A concession card to get cheaper health care and some discounts if you've reached pension age.What are the benefits of the Commonwealth Seniors Health Card?With your card, you can get the following:Cheaper medicine under the Pharmaceutical B ...
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Financial Advisors Register

October 10, 2022
Financial Planning
The Financial advisors Register is a public record of financial advisors who provide personal advice on complex financial products to consumers. It allows consumers to:Check that a financial advisor is authorised to provide financial adviceFind information about an advisor before getting  ...
Backing up accounting software data and finalising ATO compliance before June 30 EOFY
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How to keep rental property records ready for Tax returns?

September 12, 2022
Financial Planning
Keep records of both income and expenses relating to your rental property.Records of rental expenses must be in English or be readily translatable into English and include the:name of the supplieramount of the expensenature of the goods or servicesdate the expense was incurreddate of the document.If ...
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How ASIC regulates Insurance?

August 8, 2022
Financial Planning
Resolving problems with insurance companiesThere are three steps you can take to resolve issues with your insurance company:Contact the insurer - Explain the issue to them by phone, in person, or in writing.Make a formal complaint - If you are not happy with their response or if the problem c ...
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Debt Consolidation

July 6, 2022
Financial Planning
Debt consolidation can make it easier for you to manage your repayments. But it may cost you more if the interest rate or fees (or both) are higher than before. You could also get deeper into debt if you get more credit, as it may tempt you to spend more.Here are some things to consider before decid ...
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Foolproofing your Insurance with a Financial Advisor

June 3, 2022
Financial Planning
Did you know advised individuals are more likely to be successful when making an insurance claim? Here’s why.Different insurance policies cover you for different events. The right combination of insurance complements each other to give you protection for several different scenarios, which may sto ...
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How to Invest Ethically?

May 5, 2022
Financial Planning
Demand for ethical investing continues to grow as more people seek to align their investments with their values. Ethical investing involves using your ethical principles to filter and guide your investment decisions. The practice has been around for more than 30 years in Australia and has started to ...
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Is Seeking Out a Financial Advisor Worth It?

April 7, 2022
Financial Planning
Good financial planning is about doing the small things consistently over time. Most of us have the question of whether “Am I on track? Will I have enough?” This requires reflection on both what we want to achieve for ourselves and what we want to leave as a legacy for children or other family m ...
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Inflation and Asset classes

March 9, 2022
Financial Planning
Inflation is a measure of the rate of rising prices of goods and services in an economy. Inflation can occur when prices rise due to increases in production costs, such as raw materials and wages. A surge in demand for products and services can cause inflation as consumers are willing to pay more fo ...
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