Financial Planning Articles

Twenty years or so ago, ‘Ethical Investing’ was just a buzzword, now it’s driving much of the demand from people looking to put their money into things that matter.

Planning for retirement is a complex process and one that should be thoroughly discussed with a professional financial planner.

At this time of year, everyone is talking about, or thinking about tax. So I thought I’d write about it. But, before you roll your eyes … this is not an article about your obligations to the Australian Tax Office – it’s an innovative savings strategy.

The ATO has announced it will be checking on all Covid-19 superannuation drawdowns to make sure that no one has cheated the system, and hefty fines are in place.

There are certainly some positive signs of recovery, but with the virus still active and life far from being back to any sense of normality, (some borders are still closed, masks are mandatory in Melbourne, many businesses remain very cautious about the future) … it could be some months yet.

There’s a great news story doing the media rounds this week, about Jim, a father of four and painting contractor in the US, who has been collecting coins for years, just by throwing the left over ‘shrapnel’ from his pockets into a jar at the end of every day.