by Milestone Financial | Aug 21, 2024 | Uncategorized
In Australia, seeing a financial adviser can be particularly advantageous for several reasons: Navigating Australian Financial Regulations: Financial advisers are well-versed in Australian financial regulations and can help you comply with rules regarding...
by Milestone Financial | Aug 20, 2024 | Uncategorized
For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about how they can pass on their wealth to the next generation. Around $3.5 trillion is expected to be transferred from those aged...
by Milestone Financial | Aug 20, 2024 | Uncategorized
When planning for your financial future, the choice of investment strategy can make all the difference. As more investors seek personalized solutions, managed accounts have become an increasingly popular option. At Milestone Financial, our financial advisers are...
by Milestone Financial | May 22, 2024 | Uncategorized
Here’s a guide to how CGT works and some ways to minimize your tax burden Capital gains tax is charged on the profit you make from the sale of assets. CGT can apply to assets you’ve purchased or inherited – shares, investments, land, property (special rules apply to...
by Milestone Financial | May 22, 2024 | Uncategorized
Another surplus, but bigger medium-term deficits with more big spending, including on a “Future Made in Australia” Key points – The budget this year is expected to show a surplus of $9.3bn thanks to a continuing revenue windfall but slip back into bigger...
by Milestone Financial | May 22, 2024 | Uncategorized
Emerging markets, such as China and India, are at the head of global growth. They are increasingly prosperous and tech-astute populations, that are home to some of the world’s most cutting-edge companies. The aim of this article it to provide a better understanding of...
by Milestone Financial | Apr 23, 2024 | Uncategorized
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and...
by Milestone Financial | Apr 23, 2024 | Uncategorized
We spend around a third of our lives working so it makes sense to aspire to a job you enjoy, but that can take some effort and planning. There is a saying “do what you love, and you’ll never work a day in your life”. Which can seem like an unattainable fantasy if you...
by Milestone Financial | Mar 21, 2024 | Uncategorized
Sustainable investing isn’t new and is becoming more mainstream. From climate change to gender diversity, more people are aligning their money with their values. In 2022, Australia’s sustainable investment market was valued at $1.3 trillion. The Responsible Investment...
by Milestone Financial | Feb 20, 2024 | Uncategorized
Nearly 85% of financial counsellors in Australia have reported that half, most or all their clients now have some form of buy now pay later debt. Often branded the modern-day layby, buy now pay later services essentially offer the same thing, but you get the product...
