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...
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...
by Milestone Financial | May 4, 2023 | Financial independence, Retire Right
Investment Philosophy Forward-looking We believe that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and the implied risks in financial markets. This can mean at times making decisions that are...
by Milestone Financial | Apr 17, 2023 | Uncategorized
Consider speaking to one of our team members, even if you are a young, newly married couple or only a few years away from retirement. You may still need superannuation advice, whether you’ve already stopped working or have just started making regular payments into a...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Whatever your age, if you’re thinking of dabbling in investments like shares, managed funds or cryptocurrencies, here’s a list of common mistakes which are generally worth steering clear of. 1. Failing to plan When looking to invest, it’s generally wise to...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie mums and dads recognise that they’re accountable when it comes to shaping their children’s perspective around money...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Digital payments and online banking for older Aussies Although we’re already a predominantly cashless societyi, the introduction of social distancing has further increased our reliance on digital payments and online banking. Face-to-face encounters have become less...
by Zoe Butt | Jun 16, 2020 | Uncategorized
The end of financial year on 30 June is a good time to take stock and get your finances in order. This is an end of financial year like no other. Being prepared, reviewing your super contributions and submitting your return on time are good policies every year,...
by Zoe Butt | Jun 16, 2020 | Uncategorized
If you’re an investor (or considering becoming one), some essentials are important to know, and of these, few are more important than diversification. Diversification is a way of spreading the risk associated with investments, or more simply, not putting all...
by Zoe Butt | Jun 16, 2020 | Uncategorized
Recent research found almost twice as many Australians think saving for an emergency or a rainy day is more important than putting cash away for a holiday. Indeed, saving for a rainy day is our number one savings priority. According to AMP Bank, those aged...
