Watch out for tax scams by Paul Clitheroe The end of the financial year will likely bring the usual wave of scams. Here’s what to look for. The federal budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners if proposals are […]
Enhancing retirement outcomes using downsizer contributions Legislation to make superannuation downsizer contributions (downsizer contributions) has now passed enabling individuals who are 65 or over to contribute proceeds from the sale of one eligible property to superannuation without needing to satisfy the work test. The new rules provide more flexibility for retirees to fund their […]
How your assets will be distributed if you don’t have a Will Most of us accept that a valid Will is essential to determine how your estate is dealt with when you die. Your Will can appoint a family member or trusted friend to administer your estate, nominate guardians for young children, determine who […]
Many of you will be aware that Pat Cronin, the son of Matt and Robyn Cronin, was killed in April 2016 by a coward punch and since then Matt and his family have endured an arduous legal battle through the courts. Thankfully the process has come to a conclusion with the killer being sentenced in […]
2017 in review As we head towards the end of 2017, it’s worth taking a look at how investment markets have fared over the year. It turns out we’ve enjoyed a pretty good 12 months – especially if you haven’t had a significant chunk of your wealth tied up in cash. The last 12 months […]
Eight steps to improve cash flow… and lifestyle Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% Of Australians aged 55-64 strongly agreed they’d like that too1. Yet, […]
Avoid a nasty case of holiday debt lag Enjoy a well-earned vacation without bringing home a mountain of high interest debt. I do love a catchy new phrase, and this one made me laugh. “Debt lag” is a new one for me. It seems that as Chrissy approaches we plan a holiday, but don’t quite […]
The disconnect between cards and cash With the festive season upon us, Australians are gearing up for the annual peak spending period, and the growth of digital payment options could be widening the gap between what we regard as our spending limit and the balance of our bank account. Credit cards make spending (and overspending) […]
10 Handy hints to conquer Spring At last spring’s arrived, and gardeners are rejoicing. So here are some top tips for spring activities in the garden: Prune spring bloomers immediately after their show is over. Then, after every pruning job, feed the plant. Dynamic Lifter pellets are good for most shrubs. Look for the specific […]
Reduce your bills with these household items See what things you might have at home that could deliver you cost savings later on. We all enjoy the odd bargain and inexpensive label that delivers quality at a fraction of the price; however, sometimes shelling out a bit more up front can mean greater cost savings […]
Tailored Lifetime Solutions has been awarded the Firm of the Year at the 2025 Count.ed Conference on Hamilton Island. Chosen from a strong field of finalists, Tailored Lifetime Solutions was acknowledged for our professional excellence, commitment to clients and contribution to the advice community. The awards shine a spotlight on the Count network’s most outstanding […]
We look at how much money you might need each year and ways you can still budget for your social life. Australian retirees generally need a certain budget each year to live a modest or comfortable lifestyle, and industry figures recently revealed the highest annual increase in those budgets since 20101. The Association of Superannuation […]