Blog

    Financial Literacy - Dollars & Making Sense 13 Feb 2024
    Financial literacy is always needed, and we discuss ways to get on the road to better education and understanding about money and finance, and how it all works.
    13 Feb 2024 09:00:00 - Comment(s)
    Retire On Purpose - Dollars & Making Sense 6 Feb 2024 Summer Series #8
    Finish work on Friday, have some farewell drinks and then come Monday, you start a 30 year holiday. Sounds like a dream scenario, right? Maybe not if you haven't planned.
    06 Feb 2024 09:00:00 - Comment(s)
    Is there a Death Tax? - Dollars & Making Sense 30 Jan 2024 Summer Series #7
    Ponder whether there are in place today de facto death taxes. Always willing to be convinced with a logical argument, Peter's view is hard to disagree with - Capital Gains Tax and Superannuation have by design or unintended consequence, potentially fit that description of a "death tax".
    30 Jan 2024 09:00:00 - Comment(s)
    Budgeting & Financial Stress - Dollars & Making Sense 23 Jan 2024 Summer Series #6
    Given SMSFs increasing popularity, a self managed retirement option is attractive. There is much to be gained from having your own SMSF, so join us to better understand whether DIY super is for you or not.
    23 Jan 2024 09:00:00 - Comment(s)
    Tax Aware Investing - Dollars & Making Sense 16 Jan 2024 Summer Series #5
    Grant Hackett is CEO of Generation Life, a Melbourne based investment company. Today we discuss tax aware investing, and what that means to people of any age really, and we delve into achieving goals and life's aspirations for a comfortable retirement.
    16 Jan 2024 09:00:00 - Comment(s)