Our Blog

Teaching kids how to manage money

Peter Sa - Thursday, October 26, 2017
One of the things we most enjoy is helping people manage wealth across the generations. Most of our clients are working hard to give their kids (or their grandkids) a good start in life. So it makes sense that we teach those kids how to manage their money well. Here is our guide to doing just that. Read More...

Helping your kids and grandkids live near you!

Peter Sa - Friday, October 13, 2017
Through no fault of their own, younger Australians are finding the housing market hard to enter. At the same time, their parents and grandparents are doing very well if they own a home. There is no point in waiting for an inheritance: the average age for receiving one of them is in the mid-50s. So, how can older Australians help their younger relatives get into their own home – and live near enough to visit often? Read More...

Marriage and your will

Peter Sa - Friday, September 22, 2017
Marriage usually means you need a new will. And if this is not your first marriage, then you may need a will that reflects that you have obligations in different directions. Read More...

You and your business: time is your scarcest resource

Peter Sa - Thursday, August 24, 2017
One of the hardest things about running your own business is changing your mindset from what works for employees to what works for employers. Employees are usually paid for their time, and so they use time to measure how much work they get done. For the person owning the business, time is the wrong metric. Read More...

Your own business should be your most important investment

Peter Sa - Friday, August 11, 2017
If you run a small business, or if you are thinking about doing so, then that business needs to be the foundation of all of your financial planning. After all, get the business right and you make all the other parts of your financial plan – your investing, your debt management, your super, your insurances – much more likely to succeed. This article gives you a little illustration of the powerful impact that effective business planning can have. Read More...

There’s no need to salary sacrifice any more…

Peter Sa - Friday, August 04, 2017
Until now, salary sacrifice has been one of the only ways that an employee can make an extra tax-advantaged contribution into their super fund. But that changed on 1 July 2017. Now, almost everyone can make additional contributions without their employer even knowing – which might come in handy next time you ask for a pay rise! Read More...

Superannuation in 2017-2018

Peter Sa - Friday, June 30, 2017
Most of the changes to the superannuation (super) system commenced on 1 July 2017. These changes are designed to improve the sustainability, flexibility and integrity of Australia's super system. Read More...

Effective Estate Planning

Peter Sa - Wednesday, December 23, 2015
Effective Estate Planning ensures the appropriate assets are with the appropriate people at the appropriate time. Read More...

2015 Tax Season Looming

Peter Sa - Friday, March 27, 2015
I'm asked by clients about what deductions they're entitled to and what else should they be claiming. The quandary with these questions is too often they are asked far too late. Read More...

The two biggest expenses you will ever have, and you’ll want to make one BIGGER

Peter Sa - Sunday, March 01, 2015
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