News and Insights

Financial Planning for Tech Employees: Strategies for Managing Equity and Bonuses

September 25th, 2024

In today’s rapidly evolving digital landscape, tech employees in Australia need to approach financial planning with a strategic mindset. Balancing equity compensation, performance bonuses, and retirement savings can be daunting, yet vital for long-term financial health. This article will explore essential strategic financial advice for tech employees and various tax planning and strategies specifically tailored […]

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Retirement Planning for Small Business Owners: Strategies for Financial Freedom

September 25th, 2024

As a small business owner in Australia, planning for retirement is crucial for securing your financial future. One strategy available is an account-based pension, allowing you to draw a regular income from your superannuation while keeping the remaining balance invested. By implementing tailored retirement strategies now, you can work toward financial freedom and ensure a […]

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Superannuation Advice: The Essential Guide for Australians in Their 40s and 50s

September 25th, 2024

Superannuation is a crucial aspect of retirement planning in Australia, especially for those in their 40s and 50s. As you approach retirement, understanding how to manage and maximise your superannuation is essential. This guide covers the basics, strategies, and common pitfalls to help you make the most of your super. Understanding Superannuation Basics Superannuation, or […]

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Top Wealth Management Strategies for High-Net-Worth Australians

September 25th, 2024

Wealth management is crucial for high-net-worth individuals (HNWIs) in Australia. It involves tailored financial strategies that meet your goals. A wealth management firm offers comprehensive financial services designed for your unique needs. As this demographic grows, understanding their specific requirements is key. This article outlines general wealth management advice for high-net-worth Australians. For personalised guidance, […]

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Generational Wealth Management: How to Build and Preserve Family Assets in Australia

September 25th, 2024

Generational wealth refers to the assets passed down from one generation to the next, helping to create long-term financial stability. In Australia, many families are focusing on both building and preserving their wealth through careful planning. This guide explains the key steps to building and protecting generational wealth and highlights the importance of professional financial […]

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7 financial things to do 10 years before retirement

September 10th, 2024

Retirement is a major milestone in life, requiring careful planning and preparation. If you’re about a decade away from retiring, taking the necessary steps to ensure financial security in your golden years is essential. In this article, we’ll explore seven key financial things you should consider doing a decade before retiring. By evaluating your retirement […]

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12 Clever EOFY Tax & Super Strategies to Retire Early

May 7th, 2024

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

April 9th, 2024

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

April 1st, 2024

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

March 8th, 2024

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

February 23rd, 2024

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

February 7th, 2024

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

January 28th, 2024

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

January 3rd, 2024

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

January 3rd, 2024

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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