With the end of financial year (EOFY) near we are pleased to share our EOFY 2021 Checklist. TOP UP SUPER CONTRIBUTIONS Putting more money into superannuation is a great way to get a win-win of boosting your super AND lowering your tax bill. Additional contributions are an...
Since 1 July 2017, most of us can make voluntary personal contributions and claim a tax deduction up to your concessional contribution cap. Do you have room in this year’s cap to make a top-up contribution before 30 June 2021? Concessional contribution cap? The concessional contributions cap...
Treasurer Josh Frydenberg has released the Government’s second COVID Budget. Where COVID I was all about saving the economy, COVID II is all about continuing its momentum to secure its recovery. The key initiatives, outcomes, and potential opportunities are summarised here. And as always, if you...
How can you help your children enter the property market? Low interest rates, high rental occupancy and government stimulus have all helped in fuelling the property market. ANZ has just released forecasts suggesting that property prices across the capital cities could rise as much as 17%...
A common question we get this time of year is “What is the best way to fund for our children’s education?”. There is not a one size fits all solution because we’re all starting from a different point. Some popular themes include: Incorporate your children’s education...
We like the concept of investing regularly and having the time in the market to allow your money to do what it should do; make money for you. As Benjamin Franklin said “Money makes money. And the money that money makes, makes money.” There are...
Sustainable, Value Driven Investing Sustainable investing lets you put your values at the heart of your portfolio. At Forrest Private Wealth we selected the expert team at Stewart Investors to provide exposure to investments focussed on sustainability. Stewarts have built a diversified portfolio of high value companies...
Despite being in the top 1% of income earners, most executives don’t feel like they are building their own wealth. This is due in part to the lifestyle changes that come with the salary. There is also often a reliance on a company share plan...
Pocket money is an excellent tool to teach kids about earning, spending and saving. We believe that this is an important first step on setting your kids up for future financial independence. We’ve heard a whole raft of different ways to earn or conversely give pocket...
The 2020 Budget on Tuesday night delivered another new term to our vernacular – JobMaker – a clear sign it is all about jobs and spending to make more jobs! Add in bringing forward the personal income tax cuts announced in last year’s budget and...
