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Aged Care Financial Planning: When to Start and What to Consider When it comes to preparing for aged care, either for yourself or a loved one, understanding when to start the financial planning process and knowing what to consider is crucial. Financial planning for aged care is not merely about covering costs; it’s about ensuring […]

Life Insurance at Tax Time With tax time fast approaching, life insurance probably isn’t at the top of your mind – but why not? Understanding the tax implications of life insurance can significantly impact your financial plan and tax position. In Australia, the government has structured tax rules around life insurance to encourage its use

As 30 June and the end of the financial year (EOFY) draws near, it’s essential for Australians to start their preparation to not only optimise their tax returns, but also ensure compliance and maximise potential tax savings. EOFY can be a stressful period, but with early groundwork and a clear understanding of what needs to

Financial planning for families is not just about growing wealth; it’s about protecting your loved ones, ensuring your legacy, and adapting to whatever life may throw your way. As our tagline reads – Your future. Our priority – taking proactive steps to look after your family’s financial future should be a priority. That’s why so

As Australians navigate the complexities of retirement planning, there are a number of ways to boost your retirement income and enjoy the lifestyle you envisage for yourself. Superannuation is one of the most important assets for retirement, offering tax advantages and the potential for growth over time, but for many, the challenge lies in identifying

Responsible investing is akin to other aspects of life where making better decisions typically leads to better outcomes, and for many Australians this means aligning their investment portfolio with their values. Most investment management companies now offer portfolios specifically built to cater for the increased demand for consideration around environmental, social, and governance (ESG) matters.

Advancements in digital technology and the Internet have created a more open society, allowing us to create, share and access information and knowledge more widely and quickly than ever before. However, our increasing reliance on tech has seen cyber crime in Australia rise significantly over recent years. Cybercriminals are constantly evolving their capabilities and are

In February, delegates from Priority Advisory Group attended the Financial Standard’s Annual Chief Economists Forum in Sydney, where six of Australia’s leading investment professionals shared their views on the global and domestic economy, and the outlook for markets. Inflation in Australia (and around the world) has eased, but remains above targets, while global share markets

In the wake of recent global events including COVID-19, economic fluctuations, and more, Australians are increasingly aware of the uncertainties life can bring. Ensuring you and your family are well-protected through appropriate insurance coverage has never been more critical. Regularly reviewing your personal insurance policies is essential as life changes, such as marriage, having children,

As Australians navigate the complexities of the aged care system, understanding the financial implications is crucial – and the Aged Care Means Test plays a pivotal role in determining the costs of many services. Understandably, those seeking in-home care or entering aged care facilities want to ensure they are optimising their financial position and maximising