Why you need Tax Planning...

In the ever-evolving landscape of personal finance, one key aspect often overlooked is the formidable impact of tax planning. Each year, countless individuals overpay their taxes simply because they lack a comprehensive tax strategy. Opportunities for savings slip through the cracks, resulting in missed chances to bolster retirement accounts, fund education plans, or pursue long-held aspirations. This is the all-too-common error that strategic tax planning is able to avoid.

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Jenni Anderson
Autumnal Financial Tune Up

As the end of the financial year approaches, it's a critical time for individuals and businesses to evaluate their financial situations and ensure everything is in order. Whether you're a seasoned investor, a small business owner, or simply managing your personal finances, a few key tasks can help you finish the financial year strong and set yourself up for success in the year ahead. Here is a general checklist of essential to-dos:

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Jenni Anderson
Understanding ESG Investing

As the world grapples with environmental, social, and governance (ESG) issues, the investment landscape is evolving. ESG investing, also known as sustainable, responsible, or ethical investing, has emerged as a strategy that considers sustainability factors alongside financial returns. Here's a comprehensive guide to understanding ESG investing and its key components.

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Jenni Anderson
Market Update - 9th March 2024

Australia's economy grew by 0.2%, lowest since 2000. RBA's rate hikes are showing effects. ASX sectors vary, with IT leading. US markets continue record highs, with stable earnings growth and inflation moderation.

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Jenni Anderson
Understanding the Proposed $3 Million Superannuation Cap

The Federal Government has proposed, from 1 July 2025, an additional tax of 15% on “earnings” for members who have a total superannuation balance of greater than $3 million. This additional tax will be referred to as “Division 296” tax and will be levied on the member and not the superannuation fund.

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Jenni Anderson