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5 Ways to Spring Clean Your Finances 5 Ways to Spring Clean Your Finances 5 Ways to Spring Clean Your Finances

by Andrew Akuoko

As we come out to enjoy the warmer months, Andrew Akuoko reminds us perhaps it’s also time to look at ways we can get our money matters in order!

Time To Switch Banks? Here's How To Do It Time To Switch Banks? Here's How To Do It Time To Switch Banks? Here's How To Do It

by Chris Browne

While we all know the benefits of shopping around for better deals on our everyday living expenses like utilities and phone and internet packages, there’s a big one that is often overlooked – our bank!

Adviser Ratings Profiles Charles Badenach Adviser Ratings Profiles Charles Badenach Adviser Ratings Profiles Charles Badenach

by Charles Badenach

Our Adviser Profile this week is Charles Badenach. Charles is a multi-award winning adviser and co-founder, Principal and Private Client Adviser at Main Street Financial Solutions in Hobart. He has scored a perfect 100% in both Adviser and Customer…

Ask an Adviser - Cash Flow Tips For Beginners In Small Business Ask an Adviser - Cash Flow Tips For Beginners In Small Business Ask an Adviser - Cash Flow Tips For Beginners In Small Business

by Tara R in Adelaide

I've been running a small business for a year now but I have trouble keeping a record of my cash flow. Are there any easy cash flow tips for beginners like me?

The Problem With Statements Of Advice The Problem With Statements Of Advice The Problem With Statements Of Advice

by Hayley Knight

SOA's should be seen as prime real estate. Every single sentence, chart and table needs to be questioned. Does this really need to be here? Pages upon pages of jargon, repeated disclosure and boring generic graphs clutter the actual advice and…

Ask an Adviser: Financial Implications Of Gifting a House Ask an Adviser: Financial Implications Of Gifting a House Ask an Adviser: Financial Implications Of Gifting a House

by Danny F

I own a two storey house which I live and I own a single storey investment property. I want to gift my daughter the two storey house which I live and move into the investment property. Will my daughter or me have to pay a gift tax?

Adviser Ratings Profiles Wayne Leggett Adviser Ratings Profiles Wayne Leggett Adviser Ratings Profiles Wayne Leggett

by Wayne Leggett

Our Adviser Profile this week is Wayne Leggett. A Platinum adviser with 13 reviews and an average customer rating of 98%, Wayne was the inaugural National President of the Association of Financial Advisers (AFA) and regularly appears in media in his…

Retirement Planning Is A Marathon Not A Sprint Retirement Planning Is A Marathon Not A Sprint Retirement Planning Is A Marathon Not A Sprint

by Simon Pederson

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and perseverance. In many ways, retirement planning is quite similar.

Does Your Will Protect Your Family's Financial Future? Does Your Will Protect Your Family's Financial Future? Does Your Will Protect Your Family's Financial Future?

by Chris Browne

Protecting our loved ones is something we all care about, but when it comes to financial security, your family may not be as safe as you think.