New privacy guidance released

New privacy guidance released

Jul 1 2025

The Office of the Australian Information Commissioner has updated privacy guidance for not-for-profits.




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ATO Interest Charges No Longer Tax-Deductible

ATO Interest Charges No Longer Tax-Deductible

Jun 16 2025

The Australian Taxation Office (ATO) recently announced that businesses will no longer be able to claim tax deductions for ATO interest charges from 1 July 2025.




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The Secret to Building Wealth

The Secret to Building Wealth

Jun 13 2025

Most people are familiar with the idea of working hard for their money. But financially smart people have a different and more strategic mindset. They make their money work hard for them.




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Market Snapshot: May 2025

Market Snapshot: May 2025

Jun 13 2025

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for May 2025.




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Making the most of a market downturn

Making the most of a market downturn

May 22 2025

A very insightful article that provides some reminders for sensible investing during market downturns.




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Market Snapshot: April 2025

Market Snapshot: April 2025

May 22 2025

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for April 2025.




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The Essential Role of Accountants and Business Advisors in Year-End Tax Planning

The Essential Role of Accountants and Business Advisors in Year-End Tax Planning

May 13 2025

As the end of financial year approaches, both businesses and individuals find themselves in a race against time to ensure their finances are in order. One of the most crucial aspects of this preparation is tax planning, a process that can significantly benefit from the expertise of a professional accountant.




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General transfer balance cap will be indexed on 1 July 2025

General transfer balance cap will be indexed on 1 July 2025

Apr 21 2025

Due to recent increases in the Consumer Price Index (CPI), the general transfer balance cap (TBC) wll increase by $100,000 from $1.9 million to $2 million on 1 July 2025.




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Market Snapshot: March 2025

Market Snapshot: March 2025

Apr 15 2025

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for March 2025.




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What is your concept of retirement?

What is your concept of retirement?

Apr 15 2025

The concept of retirement has changed dramatically over the generations but there remains one constant for most of us planning the end of our working life – to be able to do what we want, when we want.




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Market Snapshot: February 2025

Market Snapshot: February 2025

Mar 20 2025

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for February 2025.




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SMSFs Outperform Retail and Industry Funds: Insights from Recent Research

SMSFs Outperform Retail and Industry Funds: Insights from Recent Research

Mar 20 2025

Recent research from the University of Adelaide’s International Centre for Financial Services (ICFS) has revealed that Self Managed Super Funds (SMSFs) have outperformed retail and industry funds over the past five years.  




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