Consideration of how your superannuation will be distributed after your passing is crucial, as it often represents the largest asset of many Australians. Distribution of superannuation may not follow the same process as the rest of your estate, requiring extra planning to ensure that your...
The cost of living in Australia continues to rise, making it more difficult for Australians to save their money. Saving money can be difficult and stressful without the right procedures and guidelines in place. We have assembled a list of money-saving techniques that can help you...
A mortgage typically takes a long time to pay off, leaving many Australians burdened with debt that takes up precious time and money. Paying off your mortgage faster removes the headaches and saves a lot of money in interest payments. The biggest benefit of paying your...
Tuesday night, the new Treasurer, Dr Jim Chalmers, released the Government’s October 2022-23 Budget - the first Budget of this Parliament and Labor’s first Federal Budget since 2013. There were very few surprises (which is a good thing!) as the new Government stuck to its pre-election...
With the recent Optus data hack, and last week’s cyber-attack on Medibank, it is all too apparent that there is a dark side to living in the digital age. But there are so many great advantages too, and in a post-Covid environment, not many of us...
The prospect of purchasing a first home is on the horizon for our next generation. Home loans are harder than ever to secure with many young people left struggling to build deposits and with the current interest rate environment unwinding back to what is has...
With the end of financial year (EOFY) near we are pleased to share our EOFY 2022 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...
In case you missed it, last week, on the 29th of March 2022, the Government handed down its 2022-23 Federal Budget. With the next Federal election to be held in May 2022, this was not your typical pre-election spending promises Budget. A likely recognition of the...
There has been a lot of debate about inflation in recent times. Is the inflation we’re seeing transitory or structural and what impact can it have on equity markets? Read on to learn more about how our financial planners view investing during inflation. Inflation is the...
At Forrest Private Wealth we receive a lot of commentary about current events that are impacting the market. Given the recent market volatility and the impacts of the conflict between Russia and Ukraine we felt it was important to address how this conflict may continue...
