Blog tagged as planning

Super Tax - a Different View - Dollars & Making Sense 22 Jul 2025
Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures. Maybe the sky isn't falling down around our ears at this time?
22 Jul 2025 09:00:00 - Comment(s)
Trump 2.0 - Dollars & Making Sense 15 Jul 2025
the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.
15 Jul 2025 12:29:01 - Comment(s)
Binding Financial Agreements - Dollars & Making Sense 15 Oct 2024
Getting divorced or separating from your de facto? Tune in to find out how to make this happen in a non-inflammatory manner. These are agreements you strike after you've decided to separate.
15 Oct 2024 09:00:00 - Comment(s)
Fintech & AI - Dollars & Making Sense 10 Sep 2024
while you might be thinking AI is going to solve the world's problems, that ain't necessarily so in the space of personal financial advice. Tune in to understand the key differences and why the human touch will continue to remain all important when thinking about your financial journey.
10 Sep 2024 17:12:24 - Comment(s)
Temporary Full Expensing - Dollars & Making Sense 9 May 2023
Josh McMullen from IFPA joins us to work our way through this simplified and very generous way to write-off / depreciate assets that you use in your business, and understand the pros and cons.
09 May 2023 09:00:00 - Comment(s)