Can I Afford to Retire this July?

Can I Afford to Retire this July?

How much money will I need to be able to retire? Can I afford to retire? July is a popular time of year to finish work due to receiving unused leave payments in a new financial year. In most cases tax deducted at source will be refunded when the tax return for that...
Opportunities With Super

Opportunities With Super

Working people often take little interest in their superannuation, yet they should. It offers many opportunities and is relevant to adults at all stages of their lives. Super offers younger people tax savings from deductible contributions. They can put money in before...
Where Investment Opportunities Lie

Where Investment Opportunities Lie

Share markets have had a particularly strong run since last October, ever since investors became convinced that interest rates were at their peaks in many countries. The biggest winners have been the big US technology companies. Many major companies worldwide have...
Overseas Investments Outperform

Overseas Investments Outperform

For the ten years to 29th February 2024 the All Ordinaries Accumulation Index of Australian shares, which includes dividends paid, returned 8.2 per cent per annum. Over the same period the MSCI Index of Global Shares (ex Australia) earned 12.7 per cent per annum. One...
Investment Gearing for Wealth Building

Investment Gearing for Wealth Building

With only three months remaining until the end of the financial year it’s a good time to start planning strategies to reduce tax for this year. The Tax Office allows people to prepay expenses that relate to next year’s income and claim the deduction in this financial...
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