Latest News

Sign up to our newsletter

Offset account vs redraw facility – the tax difference

This article begins with an explanation of the difference between offset accounts and redraw facilities but then goes on to explain how these two are affected by tax. It is aimed at the investor, however, depending on what a current homeowner decides in the future, it could have a wider readership.

A different way to help the grandkids

With many grandparents wanting to help their families financially, particularly in the area of school fees, this article discusses two ways this could be done. It uses a case study to explain the potential financial differences.

Good cash flow makes life easier

This article discusses the important role regular cash flow from investments plays as a component of a client’s financial plan.