Tax

how to create an emergency fund that works

How to Create an Emergency Fund That Works

By Graeme Milner | May 29, 2025

Financial security is about more than just earning money-it’s about having a plan when things don’t go as expected. An emergency fund ensures you’re prepared for life’s unexpected expenses, whether […]

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working with a financial advisor

Importance of Retirement Planning in Your 40s

By Graeme Milner | May 26, 2025

Reaching your 40s is a financial turning point. While you may have already started saving for retirement, this decade is critical for assessing, adjusting, and accelerating your financial plans. With […]

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index funds in your investment strategy

How to Use Index Funds in Your Investment Strategy

By Graeme Milner | May 22, 2025

Investing can be complex, but index funds simplify the process while delivering strong long-term results. These funds track a market index, offering diversification, low fees, and reliable growth over time. […]

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Financial Planning for Divorce in Australia

By Graeme Milner | May 19, 2025

Divorce can be emotionally and financially challenging, requiring careful planning to ensure financial security and independence.  In Australia, financial separation involves legal, banking, and government processes that can impact one’s […]

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what to know before investing in overseas properties

What to Know Before Investing in Overseas Properties

By Graeme Milner | May 16, 2025

Investing in overseas properties has become popular for Australians looking to diversify their portfolios, secure rental income, or even establish a second home in a foreign country. However, purchasing real […]

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Understanding the Tax Implications of Inheritance

By Graeme Milner | May 13, 2025

Receiving an inheritance can be life-changing, but it also comes with financial responsibilities. While there is no direct inheritance tax in Australia, there are still various tax implications that beneficiaries […]

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how to maximise the benefits of salary sacrifice

How to Maximise the Benefits of Salary Sacrifice

By Graeme Milner | May 10, 2025

Salary sacrifice is an excellent way to reduce taxable income while gaining valuable benefits, yet many Australians are unaware of its full potential. By strategically using salary sacrifice, employees can […]

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protect your assets

How to Protect Your Assets from Legal Claims

By Graeme Milner | May 7, 2025

Legal claims can arise unexpectedly, putting your hard-earned wealth at risk. Protecting your assets is essential whether you’re a business owner, investor, or property owner in Australia. Taking proactive steps […]

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financial advice

Wealth Management Strategies for High-Income Earners

By Graeme Milner | May 3, 2025

Managing wealth effectively is essential for high-income earners in Australia. With substantial earnings comes the responsibility of securing financial stability, minimising tax liabilities, and ensuring long-term prosperity. Strategic wealth management […]

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Tips for Budgeting During Economic Downturns

By Graeme Milner | April 30, 2025

Economic downturns bring financial uncertainty, making it essential for Australians to rethink their spending habits and savings strategies. Whether the cause is rising interest rates, job losses, or a slowing […]

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