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Finance ready

Smart refinancing strategies for your client’s advice

We have reproduced an opinion piece on Smart Refinancing Strategies that was published in the Independent Financial Adviser on 14th January 2019. Smart refinancing strategies…

Assessing Labor’s negative gearing and CGT proposals

With Labor’s proposed negative gearing and capital gains tax changes potentially having far-reaching impacts on clients, small businesses and the economy, we were asked to…

How to negotiate in a softer housing market

How to negotiate in a softer housing market Seller expectations remain high and buyers want low prices in a softening market. After years of rapidly…

QBE Australian Housing Outlook 2018-2021- Summary

QBE Australian Housing Outlook 2018-2021 – Summary The re-emergence of first home buyers is continuing at pace thanks to softer property prices in some major…

Financial Plan

GFC 10 Years On: Time and Patience

GFC 10 Years On: Time and Patience Jim Parker, Vice President DFA Australia Limited | Outside the Flags, October 2018 In Leo Tolstoy’s great novel…

Changes for property investors

Changes for property investors In a highly regulated environment, property investment growth can be slower. We take a look at some of the changes to…

Financial advisor - mortgage broker

Extending credit advice to planners

With the recent productivity commission’s recommendation that “ASIC should assess the feasibility of financial advisers providing advice on home loans and other credit products via…

Mortgage and lending solutions

Purchasing a property in a SMSF

Purchasing a residential or commercial property in a SMSF – Limited Recourse Borrowing Arrangement Background Prior to 2007, superannuation funds could not borrow money to purchase …

Towards 2019: what next for the housing market?

Towards 2019: what next for the housing market? The Australian residential housing market has been highly variable this year, and we’ve seen some highlights as…

Refinancing bebefits

Refinancing could save you thousands – and give you greater flexibility

Refinancing your mortgage could save you thousands – and give you greater flexibility What is refinancing? Refinancing is the process of replacing an existing loan…

Investment property purchase

10 tips for choosing an investment property

10 tips for choosing an investment property If you’re thinking of buying an investment property here are 10 key considerations before making the move, to…

joint tenants

Buying property with other people: Mine, yours or ours?

Tenants in common vs joint tenants When people buy property together, particularly if it’s with a partner or spouse, they often register the title in…

Parliament House

Advisers ‘more important’ amidst leadership spill

We assist the clients of a number of financial advisor practices and were asked by the Independent Financial Adviser for our view on the value of…

Deloite Access Economics

Deloitte Access Economics | The value of mortgage broking report – key take-aways

The Value of Mortgage Broking – Deloitte Access Economics July 2018 The Value of Mortgage Broking report , commissioned by the Mortgage Broking Industry Group,…

When would I refinance my mortgage?

When would I refinance My Mortgage? In the past, most people who took out a mortgage doggedly continued with it until they had paid it…

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