Staying steady: managing emotions and maintaining focus during market volatility

20 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.    Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]

10 ways to reduce your household energy use

20 March

As a homeowner, you’re likely aware of the increasing costs associated with household energy consumption. This is why cutting down on energy use can mean big savings. In addition to the financial benefits, reducing electricity use can help to...[Read More]

Serving up success: 10 ways accountants can boost hospitality businesses

20 March

Accountants play a crucial role in the vibrant and dynamic hospitality industry, supporting businesses such as restaurants, hotels, cafes, and bars.  These businesses often face challenges like tight profit margins, seasonal fluctuations, high...[Read More]

Investment markets and key developments – Weekly market update 14/03/2025

19 March

Global share markets fell again as uncertainty over Trump’s tariffs and the gathering global trade war added to fears about a hit to growth and profits. After four weeks of declines the US share market has had a 10.1% fall from its high and...[Read More]

Super housing scheme could shave years off home wait

19 March

People saving for their first home could be in their own property years sooner under a proposal to allow Australians to access their superannuation for housing, a study has found. A report from economists Peter Tulip and Matt Taylor found using...[Read More]

Fringe benefits tax (FBT) time is almost here

19 March

It’s time to get your obligations sorted and prepare for upcoming FBT changes.   With the 2025 FBT year wrapping up on 31 March, it’s important you’re on track to meet your obligations and are prepared for any changes.   Follow these...[Read More]

Embracing your retirement journey: 10 heartfelt tips for a fulfilling future

13 March

Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.  However, it can also feel overwhelming,...[Read More]

Selling your business: key considerations & tips for success

13 March

Selling a business is a significant decision that requires careful planning, strategic timing, and expert guidance.  To maximise the value of your business and ensure a smooth transition, consider these essential factors and seek professional...[Read More]

Navigating redundancy: why financial advice is essential and 10 tips for getting help

13 March

Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.  While some may view redundancy as a setback, others may see it as...[Read More]

Oliver’s insights – Share market falls – seven key things for investors to bear in mind

12 March

Key points: Share markets have fallen sharply in recent weeks as uncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time when share market valuations were stretched. It’s still too...[Read More]

Investment markets and key developments – Weekly market update 9/03/2025

12 March

Global share markets were mixed over the last week. US shares were whacked by ongoing tariff uncertainty and fell 3.1% and this also weighed on Japanese shares which fell 0.7%. But Eurozone shares rose 0.7% on the back of likely fiscal stimulus in...[Read More]

Women lack confidence when it comes to retirement funds

12 March

Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]

Building wealth with investment properties: the right strategy and insurance for success

6 March

For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]

Smart ways to invest using an SMSF

6 March

A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.  To maximise long-term returns and financial security, it is essential to understand the...[Read More]

Oliver’s insights – Australian home prices turning back up again

5 March

Key points CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. The upswing came in anticipation of, and then confirmation of, an RBA rate cut which boosted buyer confidence. Annual...[Read More]