What’s the difference between a charity and a foundation? A charity is a registered organisation that exists to benefit the community or serve a public purpose. It may provide direct services such as housing support, education programs, medical research, or animal welfare. Charities typically help the end recipient directly and rely on funding from public […]
Author Archives: Scott Quinlan
27
Aug
Aug
Inheriting money or property can be life-changing—but it also comes with important financial decisions. While Australia doesn’t have a formal inheritance tax, there are still tax rules you need to understand to protect your wealth and avoid unexpected liabilities. Understanding the tax implications of inherited assets is essential to protecting your wealth and making informed […]
20
May
May
Dividend investing continues to be a popular strategy among Australian investors, particularly those looking for a reliable income stream and steady wealth accumulation. As 2025 unfolds, high-yielding dividend stocks on the ASX remain a cornerstone of many portfolios. This guide explores what dividend stocks are, how to select the best options, and which companies stand […]
20
May
May
Planning for retirement can be daunting, but understanding your income streams and strategies can make the transition smoother. This blog will explore the main retirement income streams, why having a strategy is crucial, and how to maximise your retirement income. What are the main retirement income streams? Retirement income can come from various sources. Some […]
04
May
May
Managing your superannuation (super) is one of the most important steps in securing your financial future. If you’ve set up a Self-Managed Superannuation Fund (SMSF), it’s essential to ensure it’s being managed properly. A common question many trustees ask is: Do I need a financial adviser to manage my SMSF? In this article, we’ll look […]
04
May
May
Planning for retirement is a crucial step in ensuring a comfortable and financially secure future. One of the most common questions Australians ask is, “How much super do I need to retire at 60?” In this blog, we will explore the factors that can influence your superannuation balance and provide insights to help you plan effectively. Understanding […]
18
Mar
Mar
Self-Managed Super Funds (SMSFs) provide individuals greater control over their retirement savings, allowing them to choose and manage their own investments. A key component of managing an SMSF is developing a robust investment strategy. This strategy is crucial to achieving long-term financial goals, ensuring compliance with regulatory requirements, and safeguarding the fund’s sustainability. Let’s dive […]
13
Mar
Mar
Understanding Superannuation Benefits This article explores key considerations for investing retirement savings in both the accumulation and pension phases of superannuation. Super is a long-term investment Albert Einstein once said, “The power of compounding is the eighth wonder of the world. One who understands it, earns it; one who does not, pays it.” Starting early […]
13
Mar
Mar
Understanding Your Investment Goals Clarifying Your Monetary Aspirations With this level of wealth, it can be difficult to determine your personal plans, as you are ion a position to have sufficient cashflow and assets that for most people would mean financial freedom. Sometimes, it’s a good idea to start from the end and work your […]
13
Mar
Mar
If you’re wondering about the best way to invest $2 million dollars, this guide is designed to help you make informed decisions that align with your financial goals. Investing such a sum is an opportunity to achieve financial stability, generate passive income, and secure capital appreciation. Let’s explore the investment strategies, options, and professional advice […]