Financial Planning Articles

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Is managing an SMSF the best strategy for you?

Posted on July 25, 2023 by Australian Financial Planning Group

SMSFs are a fantastic way to empower people to take control of their savings, holding all the power of investment in their hands as opposed to leaving it up to the superfund. But is managing an SMSF the best choice for you?

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Financial planning in your forties

Posted on June 29, 2023 by Australian Financial Planning Group

Financial planning in your forties and fifties will significantly impact your retirement. We show you how to maximise your super and investments.

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The 5 steps to starting your superannuation journey off right

Posted on June 1, 2023 by Australian Financial Planning Group

For many young Australians in their 20s and 30s, having enough personal wealth seems like something completely unattainable. But at Step Up Financial, we’re on a mission to make wealth accessible to everyone. We believe superannuation is a key component to building your personal wealth.

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Top tips for managing a new mortgage

Posted on May 31, 2023 by Brilliant Digital

If you’ve recently bought a home and are still wrapping your head around it all, take a look at some of our top tips for managing your new mortgage.

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TAX and Scissors. Scissors cutting letter T in TAX

Effects of the stage 3 tax cuts

Posted on May 7, 2023 by Australian Financial Planning Group

The Stage 3 tax cuts affect low, middle, and high-income earners. How does it affect you?

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Financial planning in your twenties

Posted on May 6, 2023 by Australian Financial Planning Group

Financial planning in your twenties is the perfect time to lay a strong foundation. Your older self will thank you later.

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Need more information? Get in touch with Step Up Financial, now part of Australian Financial Planning Group


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