Top Ten Tips to save on your private health costs so you can plan to enjoy your spend somewhere else!

With the details of the 1 April 2024 PHI premium increase now available, its time to review your private health cover to find out if you can make savings!

You’ve got less than two weeks!

There’s a free tax app available via the ATO, to stay on top of all things income - expenses, tax and super. Feedback from clients is that they love it as it’s an easy way of keeping track of expenses.

You can use the app to log into the tax portal and have all of the relevant tax and super information, and tools all in the one place. Means that you get to free up your thinking space to doing good with your money and savings, and you spend less time hassling through the detail at tax time, and throughout the year as well.

10 tips to save on your private health costs so you can plan to enjoy your spend somewhere else!

We’re writing about private health insurance because of a few things that have happened with our clients…this is all true!

In the lead up to tax time the Tax Practitioners Board (TPB) is urging taxpayers and small businesses to protect themselves from unregistered tax preparers.

The end of the current financial year is less than four weeks away, so now is a good time to review your superannuation options. Getting more money into your super fund account before the 30 June deadline may be one of those options.

We’ve gone through the detail and compiled your need to know list for this year’s federal budget.

The male seahorse might need pregnancy cover, but do you? 10 tips to save on your private health costs.

This week, you might have seen two separate reports about the financial performance of super funds - Ethical Finds and MySuper. How well your super is doing financially is generally something that we’re all …

The revised ATO app is now available in the Google Play Store and Apple App Store. It’s a handy tool for keeping records all in one place, and it can help you save time and resources in preparing for tax time.

A number of key changes to Super have passed into law in recent days, and they will likely impact you in some form. For some people, this will also provide the opportunity to make very last minute contributions to…

ETFs (Exchange Traded Funds) have become increasingly poplar with individual investors, advisers and self-managed super funds due to their low cost, transparency, and diversification benefits.