housing market

Cracks in the Crystal Ball

Cracks in the Crystal Ball – investors As Australia heads into a new financial year, the media tends to be full of advice for investors on what the coming 12

Financial advisor - mortgage broker

Brokers urged to educate accountants on SME lending

Brokers urged to educate accountants on SME lending On the 27th September 2019 the editor of The Adviser, Annie Kane published this news piece following the live “Future Proof Your

Investing

The Tao of Wealth Management

The Tao of Wealth Management The path to success in many areas of life is paved with continual hard work, intense activity and a day-to-day focus on results. In long-term

Investment insights – poll position

Poll Position? Australia’s recent federal election result not only confounded the pollsters, the pundits and the punters, it provided another lesson about the dangers of using political news headlines to

Small Business Owners – EOFY Checklist

Small Business Owners – EOFY Checklist Whether you’re new to running your business or have been your own boss for years, the end of the financial year is a busy

Having a financial game plan

Having a financial game plan Jim Parker, Vice President DFA Australia Limited | Outside the Flags An advisor once said he did not so much have people with investment problems

Rate rises

Budget 2019 – Highlights and Impacts

Budget 2019 – What it means for you With the backdrop of a Federal election looming, Treasurer, Josh Frydenberg MP handed down his 1st Budget on the 2nd April 2019.

Video: Impacts of Labors proposed changes to negative gearing

Impacts of Labors proposed changes to negative gearing Equilibria Finance Managing Director, Anthony Landahl discusses the impacts on investors and renters of Labors proposed changes to negative gearing.

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 for your client’s advice Through

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 provide an opinion piece in

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