Finding reliable information on financial matters is often difficult.  Whether you are looking to buy an investment,save for a holiday or plan for the future, Wealth Matters is essential reading at any stage of your financial journey.

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Wealth Matters – March 2017

Protecting your finances after separation | Reverse mortgages : a retirement solution | Preparing for the super changes | Boost your retirement savings | Common errors when investing | Investing in property through an SMSF | Preparing to help out parents financially | Why use a Binding Death Benefit Nomination? 

Wealth Matters – December-2016

Succession planning for SMSFs | Tax risks of the granny flat | ATO lists tax traps | Transition to retirement changes | Asset allocation in superfund | Implications for short-term rentals | What to consider before signing a personal guarantee | Separation and super 

Wealth Matters – September 2016

Why use a testamentary trust | Buying property with a buyer’s agent | Avoiding SMSF disputes | Reviewing your personal insurance policy | Taxation of employment termination payments (ETPs) | Transitional provisions for SMSFs | Giving gifts to children | ATO targeting SMSF tax avoidance 

Wealth Matters – June 2016

Keeping it in the family | Insurance traps in your super | Super boost for business owners | CGT witholding regime | Alternatives to building your nest egg | Changes set for transition to retirement| ATO imposes stricter guidelines for SMSF borrowing | Consideration before moving into aged care 

Wealth Matters – March 2016

Testamentary trusts : an overview | Investing for the long haul | SMSF arm’s length transaction | Using the re-contribution strategy | Refreshing your finances for 2016 | Reverse mortgages | Succession planning for family businesses | Splitting assets when couples part 

Wealth Matters – December 2015

Planning out your estate’s assets | The debate between property and shares | Rolling your CGT into super | SMSF borrowing for property | Renovating an investment property | Replacing an SMSF trustee | Cautions around binding death benefit nominations | Joint tenancy vs tenants in common 

Wealth Matters – September 2015

When a child requests a loan | Avoiding common property investment mistakes | Key pension issues for SMSFs | Claiming your holiday house tax deductions | What happens to your super upon returning to work | Securing the future of your family business | Claiming deductions for your property’s depreciation 

Wealth Matters – June 2015

Tips before guaranteeing a partner’s loan | SMSF property gearing risks | Property depreciation | Action plan for low rates | Maximising the value of your business | CGT concerns of joint tenant assets | Avoiding rental claim errors | Crackdown on SMSF dividend stripping 

Wealth Matters – March 2015

Family breakdown and estate planning | Understanding investment risks | Maximising the value of your renovations | Tax effective income splitting | Make the most of transitioning to retirement | The nuts and bolts of unit trusts | Making sense of property data | Risks associated with secure investment 

Wealth Matters – December 2014

Avoiding CGT on inherited property | Keeping an eye on your super risk profile | Navigating term deposits | Do you have enough to retire? | Alternative investment properties | Identifying investment scams | Don’t work off your debts, they can work for you | How to account for super in estate planning 

Personal Financial Strategies – September 2014   

Closing the superannuation gap | Guide to income insurance | Fixed rate vs variable home loans | Diversifying your portfolio | Mortgage vs superannuation | An old-fashioned investment | Saving for your children’s education | Choosing an investment property | Testamentary guardians and trusts 

Personal Financial Strategies – June 2014

The aged care system reform | New penalties for SMSF’s | Retirement & super planning 2014 | The danger of a DIY Will | Tips for rental property investors | Work test for the over 65’s | Keeping it in the family : succession planning | Temporary Budget Repair Levy