With EOFY approaching, it’s crucial to optimise your tax planning. From maximising super contributions to managing capital gains, here are our last-minute thoughts, tips and reminders to help you make the most of the financial year-end.
Is it worth buying property through your superannuation? Depending on your circumstances, it may be a smart move, promising the potential for long-term financial growth and security. However, it’s important to consider the benefits and the drawbacks.
What would you do with a little extra space in your monthly budget? You could save for the dream car, but why not make this surplus work harder for your long-term financial well-being by investing it in your mortgage or super? And, which of those options is best?
Do you need help understanding family trusts? We assist clients in structuring their finances for tax efficiency and for achieving their long-term objectives, such as retirement goals or creating a financial legacy for their families. Here’s what you need to know.
Over the next two decades, an astounding $3.5 trillion is expected to be inherited. Will you be prepared for this wealth transfer? Both beneficiaries and benefactors will need to employ strategic planning to minimise tax implications and other potential problems.
Your paycheque is more than a transaction. It’s a key to financial autonomy and freedom. With employee share schemes, you get an additional slice of the financial pie. And turning that slice into a substantial asset is not just a possibility—it’s within reach.
While investing in property with superannuation is a popular strategy that can be successful, it can also go terribly wrong. At First Financial, we help you make informed decisions regarding SMSF and long-term investments, so let’s review some potential pitfalls.
We discuss what your next 10 years as an investor will look like as the rising cost of living and interest rates hikes change the overall market. Are the “good old days” a thing of the past?
Wondering if your investment property rent will be enough to hold you up in retirement? We discuss investment property rent and retirement outcomes in this comprehensive article.
Understanding inflation is crucial to successful investing and many investors are concerned about inflation because it is a well-known fact that inflation affects all aspects of the economy. We investigate investing and inflation and everything you need to know.
