by Milestone Financial | Sep 24, 2024 | Uncategorized
As we approach the upcoming US Federal Election, the financial landscape is bracing for potential shifts that could have significant implications globally, including here in Australia. One of the most anticipated outcomes is a possible change in the interest rate...
by Milestone Financial | Sep 24, 2024 | Uncategorized
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for...
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...
