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How to prepare financially for starting a family

by Milestone Financial | Jul 18, 2023 | Uncategorized

Starting a family is exciting, but it can also mean big changes to your lifestyle and your finances. As expecting parents, it’s natural to have questions around family finance planning. One of the main questions you may have when starting a family is “how much do...

9 money mistakes people make in retirement

by Milestone Financial | Jul 18, 2023 | Uncategorized

How to keep your finances on track once you leave the workforce When you’ve worked hard all your life to build up your nest egg, the last thing you want to do is fritter it away too quickly. In this article, we look at the common money mistakes people in retirement...

Oliver’s insight – 2022-23 saw investment returns rebound

by Milestone Financial | Jul 18, 2023 | Uncategorized

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Key points After the rough ride of 2021-22, 2022-23 turned out to be a good one for investors as shares rebounded thanks to falling inflation and hopes rates are near the top. Shares are at...

Making superannuation downsizer contributions

by Milestone Financial | Jun 16, 2023 | Uncategorized

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your primary residence. On 1 January 2023, the age when eligible Australians qualify to make downsizer...

Tax-deductible superannuation contributions explained

by Milestone Financial | Jun 16, 2023 | Uncategorized

Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed, self-employed, unemployed or retired, you might be eligible to claim a tax deduction on your after-tax super contributions. After-tax super...
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