LATEST BLOG POSTS
Are your advice fees tax deductible?
In this article we break down the tax deductibility of advice fees and what you can and cannot claim what completing your tax return when it comes to your financial advice fees. As an industry we have been lobbying for years for all our fees fully deductible, however...
Superannuation Contributions for Farmers: Tips & Strategies Before EOFY
As the end of the financial year (EOFY) approaches, Australian farmers should take time to review their superannuation (super) contributions to ensure they are maximising their retirement savings while taking advantage of available tax benefits. Managing super...
Farmer and Adviser Q&A
Equipment Financing Farmer I’m thinking of buying a new tractor, but the cost is pretty high. What are my financing options here in Australia? Financial Adviser (Sarah): In Australia, you have several options. You can take out a Chattel Mortgage, Finance Lease,...
How U.S. Elections Impact the Australian Economy
With just over a month until the US elections are held, we have been having many conversations with clients around how this may impact our economy, their portfolios and whether or not the outcome may lead us down different pathways here in Australia. The outcome of...
Budget Breakdown
Labor’s third Budget was widely expected to focus on cost of living. This was delivered in the form of energy bill relief for all households, along with Stage three tax cuts that had already been legislated. Social security proposals included freezing deeming rates at...
5 Mistakes Young Investors Must Avoid
Starting early in the world of investing provides numerous advantages, but it's essential to steer clear of common pitfalls. Money-related missteps can have serious consequences, making it crucial for young investors to be aware of these mistakes and improve their...