This webinar sets out why it was important to lock in agreed income protection before the 31st of March 2020 PART 1 WATCH NOW PART 2 WATCH NOW

It is apparent that the Coronavirus is far more serious than previous incidents of viral outbreaks. Given the circumstances, it is important to understand how this may affect your long-term financial strategies. In this webinar, we cut through the media noise and answered your questions during this session. WATCH NOW

Join our webinar where we will discuss this topic in detail and you will have the opportunity to ask questions that you may have. Watch this webinar where we discuss this topic in detail WATCH NOW

This is a stressful time for everyone and we are doing our best to guide you through it. If you are self-employed or own a private practice, this is the Webinar for you where we discussed the Government Stimulus package; the JobKeeper payment.  WATCH NOW

Everyone is asking - "Should I fix my rates?". There are three very important things you need to know before you consider fixing your rates. Will rates go lower? Will you sell in the fixed-rate period? How much you will add to your offset or save during the fixed-rate period? Watch this webinar to understand… Read More »Topic 5 – Interest rates could go lower, is it time to fix?

We kept our clients informed as circumstances were changing each day. During this session we discussed: The update on the JobKeeper scheme and how to qualify when the legislation was passed by Federal Parliament. A quick re-cap on the tax-free cash-flow Boost incentive. Tips on how to legally maximise your tax deductions while working from… Read More »Topic 6 – Jobkeeper scheme, cash-flow boost & tax deduction updates

During this session we discussed: An update to changes by the Queensland Government in regards to landlord and tenants requirements when negotiating rent reductions The new threshold test for tenants wishing to request a rent reduction Allowable reasons for entry into the property Conditions surrounding break leases The eviction moratorium WATCH NOW

During this session, we provided information about: Banks reducing their loan to value ratios, meaning they will lend less Why Loan to Value Ratios (LVRs) matter Why it is important to keep cash available and use the bank's money We also talked about how these changes will affect you in relation to: Buying your first home… Read More »Topic 8 – Changing lending conditions & what it means to you

Guest Speaker: Property Manager, Rebecca Rumbold from Image Property During this session we discussed the following: Rental market update How are rent appraisals put together? What is an acceptable initial rent? How do you increase your rent over time? Tips on what to avoid when reviewing an application Landlord insurance and protecting your investment Finishing it off… Read More »Topic 9 – Renting out your investment property during COVID-19

Guest Speaker Thomas Bignill Managing Director of Mason Stevens It is becoming increasingly apparent that the Coronavirus is far more serious than previous incidents of viral outbreaks. Given the circumstances, it is important to understand how this mat affect your long-term financial strategies. WATCH NOW

Royal Commission. Federal election. COVID-19....and now, hundreds of thousands of people are deferring mortgage payments. We can see that the world of finance is quickly changing, and banks are having to adapt. Let us help you navigate the sticky web of finance during these ever-changing and turbulent times. WATCH NOW

The end of the tax year is edging closer. If you haven’t planned how you will maximise your income and save some tax then this Webinar is for you! The most effective strategies are often the simplest and can be applied before 30 June. Get some insightful information on how you can pre-plan for Tax… Read More »Topic 12 – Tax planning tips to maximise your return

Studies suggest that self-preparers of tax returns miss out on many deductions simply by not claiming all the deductions they are entitled to. Whether it's an incredibly complex tax system, poor record-keeping, lost receipts or DIY returns, Australians are potentially missing out on hundreds of dollars each year when they prepare their own returns. Let… Read More »Topic 13 – Let’s get your Tax Checklist started

Get an insight into our market portfolio and an update on what's currently happening in the market WATCH NOW

  Give a little to help a lot! Wishlist is your local hospital foundation and they need your help to raise much-needed funds for vital medical equipment, services to support patients and their families, and for exciting new research projects. You never know when you might need the help of your local hospital, so show… Read More »Wishlist Giving Day

The key message for property investors right now is that there are many growth markets across Australia. There’s a tendency in mainstream media to extrapolate the situations in Sydney and Melbourne to the whole nation. If the big cities are in decline, then Australian real estate is in decline, according to news media. This is… Read More »Topic 15 – The Sunshine Coast Property Market

You can now purchase a $550,000 first home with as little as $17,500 deposit or upgrade into a new home much sooner. Acquiring a sufficient deposit is one of the main aspects that hold doctors back from obtaining their first property. This delay also results in the loss of thousands of dollars of long-term generated… Read More »Topic 16 – Get into your first home quicker

Are you currently on JobKeeper? Then this webinar is for you! As you may know, the Government will soon make changes to payment rates and eligibility rules. The JobKeeper Payment of $1,500 per fortnight is available until 27 September 2020. It's been extended from 28 September 2020 until 3 January 2021 at a rate of $1,200 per fortnight.  During this session we discuss: What… Read More »Topic 17 – JobKeeper version 2 find out what’s in it for you

This frequently asked question is a hot topic today with the spiralling costs of schooling. Children starting pre-school today and opting for the private school route from Prep-Year can set you back a cool $367,569 per child*. Even if you decide on a government school for primary years and private for secondary, you will still need to… Read More »Topic 18 – How do I fund my kid’s education?

Are you a retiree or working towards retirement and wondering how to generate income in this environment? Then this webinar is for you! The year 2020 has been a difficult one, especially if you are retired or getting close to retirement. Attempting to live off your capital without increasing the risks of your investments can… Read More »Topic 19 – How do I generate income in a COVID environment

Are you thinking of buying a home but don't have the finances? Lenders are making changes to make it easier for you to borrow what you need to get into your next or first home.  Additionally, selected banks are now allowing you to use the $25,000 Home Builder Grant as part of your deposit. Here are… Read More »Topic 20 – Deposit use of the $25,000 Home Builder Grant and other lending improvements

Interest rates are going lower is this the Golden Phase? During this webinar we spoke about: Are we in for another Roaring 20’s but 100 years on? What are the three most important financial things to consider right now? Why are medical professionals likely to be big winners from the current economic situation? There’s no… Read More »Webinar 22 – Is this the Golden Phase?