Keeping records for property

Which records to keep for your property so you can work out CGT when you sell it. Property records you should keep For your property, you should keep records of: your acquisition of the property and related expenses, such as purchase contract stamp duty legal fees settlement statement survey and valuation fees your disposal of … Read more

Surviving the silly season

Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is … Read more

Gifting for future generations

At this time of year, when giving is particularly on our minds, some might turn their attention to how best share their wealth or an unexpected windfall with their loved ones­. You might be thinking about handing over a lump sum to help them with a major purchase or business opportunity, or be keen to … Read more

Market movements and review video – December 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation eased to 2.8% in the September quarter, the RBA appears cautious on interest rates. The RBA Governor stated that Australia’s core inflation remains too elevated to justify interest rate cuts in the near term. The … Read more

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Your Will gives you a say in how you want your possessions and investments to be distributed. But, importantly, it should … Read more

Flying solo: tips for successful buying

For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared to a couple but there are ways to make flying solo easier. As a solo buyer, even just saving up for a deposit can feel like scaling Mount Everest without a rope. Without the benefit … Read more