Blog tagged as financial planning

EOFY Tax Checklist - Dollars & Making Sense 9 Apr 2024
you may notice there's an increase in your rate of pension. That's because Services Australia has applied the increases to payments, including pensions
09 Apr 2024 09:00:00 - Comment(s)
Budgeting - Dollars & Making Sense 12 Mar 2024
A timely reminder from a recent article that highlights the government's MoneySmart website and really helpful calculators and guides
12 Mar 2024 09:00:00 - Comment(s)
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)
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)
SMSF borrowing & $3m cap - Dollars & Making Sense 14 Nov 2023
Natasha Panagis follow up on our recent interview on the upcoming review of the new $3m super cap tax being proposed. There is still work to be done in the legislative halls of power, remembering the 2 things we shouldn't see being made ... sausages and laws.
14 Nov 2023 09:00:00 - Comment(s)