2024 Tax Tips

How to Create a Financial Plan That Works

By Graeme Milner | March 20, 2025

Managing money effectively is one of the most important aspects of a stable and stress-free life. Whether saving for a home, planning for retirement, or simply trying to budget better, […]

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Differences Between SMSF and Industry Super Funds

By Graeme Milner | March 17, 2025

Choosing between a Self-Managed Super Fund (SMSF) and an Industry Super Fund is a significant financial decision for Australians planning their retirement. Both options offer benefits but cater to different […]

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property investment strategies

How to Make the Most of Negative Gearing in Property Investment

By Graeme Milner | March 15, 2025

Negative gearing is a widely used strategy in Australian property investment, allowing investors to offset property-related losses against their taxable income. While it can help reduce tax bills, negative gearing […]

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capital gains tax

Understanding Capital Gains Tax and How to Reduce It

By Graeme Milner | March 13, 2025

Capital gains tax (CGT) is essential for Australian investors, property owners, and business operators. Whether you’re selling shares, real estate, or other assets, understanding how CGT works can legally help […]

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family trust

How to Diversify Your Investment Portfolio

By Graeme Milner | March 10, 2025

Investment diversification is one of the most effective ways to manage risk while maximising potential returns. Whether you’re an experienced investor or just starting, spreading investments across different asset classes […]

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estate planning

The Role of Estate Planning in Wealth Preservation

By Graeme Milner | March 7, 2025

Estate planning is essential for financial security. Without proper planning, assets may not be distributed as intended, putting financial strain on loved ones.  In Australia, estate planning is not just […]

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how to plan early retirement

How to Plan for Early Retirement in Australia

By Graeme Milner | March 5, 2025

Retiring early is an exciting prospect, but without a solid financial plan, it can become a challenge rather than a reward. In Australia, early retirement requires careful savings, tax-efficient investment […]

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investment strategies

Investment Strategies for Australian Families

By Graeme Milner | March 3, 2025

Many Australian families prioritise financial security. Making smart investment choices is key to building long-term wealth, from covering everyday expenses to preparing for the future.  Economic conditions, interest rates, and […]

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financial advice

Common Financial Mistakes to Avoid in Your 30s

By Graeme Milner | March 1, 2025

Your 30s can be a transformative decade-career growth, homeownership, and family responsibilities often take centre stage. While financial stability starts to take shape, many Australians still make costly mistakes that […]

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finance-accounting-concept-business-woman-working-desk-2

Understanding the Basics of SMSFs (Self-Managed Super Funds)

By Graeme Milner | February 28, 2025

Self-Managed Super Funds (SMSFs) have become increasingly popular in Australia as individuals seek greater control and flexibility over their retirement savings.  An SMSF is a superannuation fund you manage yourself, […]

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