2023 Tax Tips
Self-Managed Superannuation Funds (SMSFs) have grown in popularity as more Australians seek control over their retirement savings. As of late 2023, SMSFs held over $885 billion in assets, representing almost […]
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Australians carry significant debt. That is not news. What surprises many people is how normal it has become. We regularly meet families in Mildura earning solid incomes, owning their homes, […]
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Negative gearing is one of the most widely used strategies in the Australian property market, despite the fact that it involves intentionally incurring a financial loss. While this might sound […]
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Every year in our Mildura office, we see the same pattern. In early June, the phone starts ringing. “Is there anything we can still do before 30 June?” Sometimes there […]
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As we move through the 2025–26 financial year, small businesses across Australia are already thinking about 30 June 2026. In Mildura, we see it every year. Harvest wraps up, tradies […]
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Building wealth is a journey that requires dedication, smart investments, and years of effort. However, accumulating assets is only half the battle; preserving wealth and ensuring it benefits your loved […]
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When I first delved into the world of superannuation, I viewed it as a basic savings vehicle—something to tick off the list when planning for retirement. But over time, as […]
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Since the Royal Commission, billions of dollars have been returned to Australians who were charged fees for no service or given poor financial advice. For many families across Mildura and […]
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Rental property remains one of the most common investment strategies we see across Mildura and regional Victoria. From young families buying their first investment unit to long-term orchard owners diversifying […]
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Across Australia, more than two million investors own rental properties. We work with many of them here in Mildura and the broader Sunraysia region. Some hold one investment home. Others […]
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