10 September, 2019
Blog
Public Ancillary Funds – a great way to give
A public ancillary fund is a structure that allows a planned approach to charitable giving. A tax deduction is available in the year of the donation, while the giving to charities can be spread over subsequent years as an ongoing philanthropic process. The benefits of public...
02 June, 2019
Why your accountant and financial planner need to get on
In over 15 years as a financial planner, I have always made sure that I collaborate with my clients’ accountant when providing financial advice. Your financial planner and accountant don’t need to be in love and they certainly don’t need to be part of the same...
08 April, 2018
Why Investors should reconsider principal and interest loans
Interest only loans have been the most popular type of loans for people buying investment properties because you get a tax deduction for the interest, and you maintain your negative gearing. But in the last year or so the banks have increased the rates on...
20 February, 2018
Three financial lessons from my friend and business partner Lawrence
I worked closely with Lawrence for 4 ½ years until his tragic passing in January 2016. During this time, I observed how he managed his own finances and advised our clients. Here are three lessons we can learn from Lawrence. 1. Invest in yourself. Lawrence invested in...
06 February, 2018
What Rafael Nadal’s forehand can teach us about investing
Melbourne is in the grip of tennis fever with the Australian Open starting this week. I am a massive fan and look forward to this fortnight all year. In years gone by, the professionals used to hit the ball very flat and low over the net....
14 January, 2018