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Helpful tips and insights on how to best manage your finances, help grow your wealth, reduce your tax and retire comfortably.

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Retirement Planning

12 Clever EOFY Tax & Super Strategies to Retire Early

It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

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Debunking 11 Common Myths about Personal Finance

Are you ready to take control of your financial future? Our latest article dives deep into debunking 11 common myths about personal finance that could be holding you back from achieving your money goals.
Discover the truth behind these misconceptions and empower yourself to make informed decisions about your finances.

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Catch up contributions

In this article, we will dive into the details of catch up contributions in superannuation, including eligibility criteria, benefits, strategies, tax implications, common mistakes to avoid, planning for retirement and calculating allowable contributions.

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Downsizer Contribution: Make the most of out of your retirement

Downsizer contributions can be a powerful tool in your retirement strategy, allowing you to make the most of the equity built up in your home. By understanding the eligibility criteria, benefits, and potential pitfalls, you can leverage this strategy to boost your super and enhance your financial security during retirement.

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The Ultimate Guide to Finding a Wealth Manager

Discover the keys to finding the perfect wealth manager with our comprehensive guide. As your personal CFO, we’re committed to providing you with the tools, strategies, and expert guidance needed to create an income for life.

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Superannuation Advice: Everything you need to know to retire early

Superannuation is a crucial aspect of financial planning, especially when it comes to retirement.This article aims to provide a comprehensive guide to understanding different types of superannuation funds, key factors to consider, and strategies for maximising your superannuation.

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The Ultimate Guide to Self Managed Super Funds

Explore the ultimate guide to self-managed super funds (SMSFs) in this comprehensive article, covering understanding, setup, management, benefits, risks, and challenges. Whether you’re a seasoned investor or new to SMSFs, discover everything you need to know about taking control of your retirement savings.

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Unlocking the Power of Family Trusts | 3 Compelling Reasons to Own One

Chances are most of the recent media coverage you’ve seen surrounding family trusts relates to the legal spat between mining mogul Gina Reinhardt and her three adult children, but the good news is you don’t have to be a billionaire to reap the benefits they offer. The first thing you need to know about family […]

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The Benefits of an Employee Share Purchase Plan for Global Tech Company Employees

When it comes to employee compensation, salaries aren’t the only way that employers can show their appreciation for hardworking staff. Another way is through employee benefit plans, which offer employees additional perks and financial incentives. One common benefit is an employee share purchase plan (ESPP). In this blog post, we’ll explore the benefits of an […]

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Understanding RSUs: Your Comprehensive Guide

As an employee of a globally recognized tech company, you may be offered an equity compensation option called Restricted Stock Units, or RSUs. While RSUs may seem like a daunting concept, understanding how these equity compensations work can be a valuable asset in your personal finance management. In this comprehensive guide, we’ll dive deep into […]

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The Ultimate Guide to Managing Your Employee Share Scheme

Employee share schemes are a great way for companies to attract and retain talent while giving employees a financial stake in the success of the organization. However, administering these schemes can be complex and confusing. As an employee working for a global tech company, you need to understand how your share scheme works and the […]

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7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and executives, and they can save […]

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How Much Money Will I Need To Retire Comfortably?

Being a financial advisor for over a decade now. There is one question I get asked all the time. How much money will I need to retire comfortably? Most people don’t know the right answer and they assume their super will be enough to carry them through retirement. However, there is a rule of income […]

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Step by Step Guide to Debt Recycling & Building Passive Income

Discover how to turn non tax deductable debt into tax deductable debt and leverage the power of your tax to grow your wealth tax effectively.

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Top Super Strategies to Manage End of Financial Year Tax Stress

5 simple ways you can add to your super and reduce the amount of tax you have to pay at the end of the financial year.

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Our most popular blog

Our most popular blog

7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and

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