Insights

HomeLearning Centre

3 May

Preparing for EOFY

As we approach the end of the financial year, there are a number of smart strategies you could consider to help streamline your finances and legitimately reduce your tax liability.


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7 Apr

THE WOMAN SERIES // Financial Goal Setting

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

Planning for life and its ups and downs is the first step.


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15 Jan

Shannon wins Financial Adviser of the Year award

Up against over 600 nominations and 254 certified finalists, Shannon Smit, Founding Director and Financial Adviser at Mornington firm, SMART Financial Planning, won the coveted Financial Adviser of the Year Award as one of only 23 individual award winners.


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9 Sep '21

Did your super fund receive a compensation payment?

Is a financial services compensation payment to your superannuation fund considered as a contribution?


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9 Sep '21

Divorce, Superannuation and the Gender Divide

New legislation will help prevent superannuation assets from being hidden during divorce proceedings. From 1 April 2022, the Australian Taxation Office (ATO) will be able to release details of an individual’s superannuation information to a family law court.


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10 Aug '21

Raising Money-Confident Kids

Set your kids up for financial success by teaching them about money and taking care of your own financial wellbeing.


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9 Aug '21

SMSF – Corporate Vs Individual Trustees


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3 Aug '21

Just how protected are you?

"I'm totally covered.......through my super fund."  If this is you, you might want to think again.


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22 Jul '21

Top 25 Mental Health Tips During Lockdown

Taking care of your mental health during lockdown periods becomes really essential. Shared by Simon Fraser University Health & Counselling Services: 25 tips to help you and your loved ones navigate this time.


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