by Jodie Goodwin | Aug 22, 2018 | Uncategorized
When your work is all about helping people to manage their money better, does it help you teach your own kids good financial habits? We talked to three CERTIFIED FINANCIAL PLANNER® professionals about the ups and downs of passing on money wisdom to the next... 
by Jodie Goodwin | Aug 20, 2018 | Uncategorized
Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning. The theme for this year is Share the Dream. We think it’s a great reminder of why we need a plan in place to realise... 
by Jodie Goodwin | Jun 7, 2018 | Uncategorized
Make tax-deductible super contributions By making a personal super contribution and claiming the amount as a tax deduction, you may be able to pay less tax and invest more in super. How does the strategy work? If you make a personal super contribution, you may be able... 
by Jodie Goodwin | May 9, 2018 | Uncategorized
2018 Federal Budget Analysis Scott Morrison’s third budget is headlined by $140 billion in tax cuts over the next decade, immediate tax relief of up to $1,060 a year for middle-income households and a fundamental reform of the tax system. Summary of Budget measures... 
by Jodie Goodwin | Jun 16, 2017 | Uncategorized
Self-managed super offers many benefits to people with the right skills and enough time. If you want to own direct investments within superannuation or have a greater say in your wealth creation strategy, you might have considered starting a Self-Managed Super Fund... 
by Jodie Goodwin | Jun 15, 2017 | Uncategorized
With Australians now looking forward to 20 years or more in retirement, your super alone may not be enough to fund a comfortable retirement lifestyle. Here are some tips to help you build a bigger nest egg sooner — so you can retire when you want to, not just when you... 