Setting yourself up for success in the new financial year
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take.
Here are some strategies for starting the new financial year on the right foot.
Sowing the seeds for a happy retirement
The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, whenever you want. But why wait until you are retired to do the things you love?
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Will these super changes affect you?
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rule changes that have recently happened or are coming up soon.
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Who needs a testamentary trust?
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates.
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Anticipate your future before gifting
Many retirees may want to help younger family members by gifting part of their savings. But if things go wrong in the future, the joy may turn to grief.
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Freebies to help you save
Everyone loves a bargain, but as cost-of-living increases continue to put pressure on budgets, tracking down a freebie or two can also take some pressure off.
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Airbnb vs long-term rentals – do the numbers stack up?
In just 15 short years, Airbnb has transformed from a platform helping homeowners earn cash from their spare rooms to a business and property investment strategy.
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Travel on a shoestring
If you are saving for a long-term goal like a home deposit, it can feel like you have to miss out on things such as travel to keep your savings on track. That’s not necessarily the case, it is possible to have a fantastic holiday without breaking the bank or derailing your savings plans.
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Getting your RAD refunded
Understanding the refund rules for RADs may remove some of the stress and worry with a move into residential care.
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This information is of a general nature and does not take into consideration anyone’s individual circumstances or objectives. Financial Planning activities only are provided by Integrity One Planning Services Pty Ltd as a Corporate Authorised Representative No. 315000 of Integrity Financial Planners Pty Ltd ABN 71 069 537 855 AFSL 225051. Integrity One Planning Services Pty Ltd and Integrity One Accounting and Business Advisory Services Pty Ltd are not liable for any financial loss resulting from decisions made based on this information. These articles are not owned by Integrity One Planning Services. Please consult your adviser, finance specialist, broker, and/or accountant before making decisions using this information.