Unsure how your relationship status affects your taxes? We’ve made it simple with our couples’ guide to tax. If you’re newly married, engaged or living with your partner, you might not be aware that there are some implications for your taxes. In Australia, you’re not required to lodge a combined tax return with your spouse […]
Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world, yet many Australians struggle with financial literacy. Vanguard’s 2024 How Australia Retires report found that only one-third of Australians were very confident or extremely confident in making financial decisions. While most Australians (56%) were very confident or […]
The end of a relationship is never easy, but there are steps you can take to help things run more smoothly. First steps when you separate A good first step is to try to agree on practical matters, even if it’s just for the short term. Together, decide: who will stay in the house and […]
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is […]
An increasing number of parents are making regular investments into minors’ accounts. October has become a particularly busy investment month for many parents in the United States, and the activity has nothing to do with Halloween. It’s because of two, some might say, quirky annual days in the first couple of weeks of this month, […]
Making a will is an important way to help ensure that your wishes are respected, and your loved ones are taken care of if you pass away. A will is a legal document that sets out how you want your assets, such as property, money, or possessions, to be distributed among your beneficiaries in the […]
Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re also an invaluable tool for learning. In honour of Book Week, here are some ideas to help kids of all ages learn about money and start developing their financial literacy. Kids aged 4-6 At this […]
We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve asked at some point when deciding whether to part with your money. But maybe the real question should be “What if I became ill, how would we cope?” Your health […]
Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own retirement, is no doubt challenging. Effective financial planning can help you provide for your parents while still securing your own financial future. Assessing […]
Love song dedications are out the window and you’re wondering how you’ll move forward, not to mention divide your money, possessions and debts. But what about what you’ve saved in super? Breaking up is hard to do. It can be an emotional rollercoaster, with lots to consider – Do you have to move? Who’ll get […]