Category: Financial Planning News and Blog

Insurer Average increase with rate protection (%) 2013 2014 2015 2016 2017 2018 2019 ACA Health Benefits Fund Limited 5.89% 5.78% 4.96% 6.19% 4.70% 2.72% 3.23% Australian Unity Health Limited 5.23% 6.62% 6.26% 5.05% 4.46% 3.89% 3.35% BUPA HI Pty … Continue reading →

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators.  The economic news out of the US and … Continue reading →

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Scott Morrison did his best at explaining the tax cuts on budget night but how many Australians understood exactly what it means to them?  With talk of the Low Income Tax Offset, marginal tax rates changing, and then completely abolishing … Continue reading →

Money musts when you split up Separating from your partner can be really difficult and it can also be hard on your finances. You may feel overwhelmed as there are many things to sort out. This checklist gives you some … Continue reading →

Statement by Philip Lowe, Governor: Monetary Policy Decision At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. Conditions in the global economy are continuing to improve. Labour markets have tightened further and … Continue reading →

The end of the financial year is rapidly approaching and planning is much harder this year, with the complexity of also taking into consideration the new changes to tax and superannuation starting on 1 July. Delay looking at this now … Continue reading →

Older Australians, First Home Buyers and Small Business are the clear winners from the Federal Budget, but the list of losers is long.  Treasurer Scott Morrison’s second budget may have been short and sweet but the bottom line is, taxpayers … Continue reading →

Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. … Continue reading →

We all have women in our lives – a mother, daughter, sister, aunty or friend – and International Women’s Day is an opportune time to look at the sobering statistics around women and money. Here are the facts: Women are … Continue reading →