Financial Planning

September 19, 2021

10 September 2021 If you’re thinking of selling a property, you probably know all about finding a solicitor or conveyancer and a real estate agent, but did you know that you’ll also need to obtain a clearance certificate from the...

September 3, 2021

3 September 2021 2021 marks the beginning of annual APRA performance tests on MySuper products. The requirement was introduced as part of the government’s Your Future, Your Super reforms and is aimed at holding funds to account for underperformance and...

January 29, 2021

While the last year has certainly been challenging in many ways with the unforeseen disruption caused by the Covid-19 pandemic, there is still much to celebrate! We are excited to announce that we have three new Partners who have joined...

December 22, 2020

1.       How to continue receiving JobKeeper extension 2 payments - If you are already receiving JobKeeper payments, you don’t need to enrol again or do anything different until after 4 January 2021. 2.       How to enrol for JobKeeper - You can enrol at...

September 25, 2020

The ATO has released a practical factsheet outlining all the practical steps required to be followed for businesses or not-for-profits in regards to: How to continue receiving JobKeeper extension 1 payments - If you are already receiving JobKeeper payments,...

February 10, 2020

One of the key topics covered at the 2020 Tamworth Business Summit is "future proofing your business" and Paul Williams from our Specialist Tax & Estate Planning (STEP) team and Financial Planner, Kylie Alcorn will be presenting workshops at...

December 24, 2018

Overspent in 2018? Here’s how to put your finances back on track – and even get ahead. Despite the best intentions, many of us will finish this year on a low note financially. Whether it’s the cost of Christmas presents...

July 19, 2018

Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? Personal risk insurance...

May 9, 2018

It's that time of the year again! The 2018-19 Budget was announced yesterday and there are plenty of changes and updates to be aware of. Click on the link to get the overview from our Financial Planning team Budget 2018-19