This month highlights the power of unused concessional caps when paired with timing and advice. Our feature story, led by Senior Financial Adviser Chris Herdman, shows how a couple aged 67 and 55 used careful sequencing to reduce a potential… Read More »Smart sequencing before retirement: the overlooked strategy that saved one couple nearly $18,000 in tax
At Wealth Architects we know that we cannot control the markets and the economy, but there are things that we can control. We have outlined 6 questions and answers in navigating the COVID-19 crisis as well as 3 strategies that you can consider… Read More »Your Financial Guide to navigating the COVID-19 crisis
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year
Whilst we are reluctant to fuel the fire of an already uncertain landscape, this is one the most common queries we are currently fielding from our clients. Here we outline some of the key tax proposals should Labor win the… Read More »What are Labor’s proposed tax changes?
We all know that choosing the perfect investment and getting the timing right are both critical. What people often overlook, however, is selecting the right investment ownership model.
We all want what’s best for our children. So while investing in their name from an early stage might sound like a great idea, you need to tread as carefully as you would around an abandoned lego construction site.
Keen for a new laptop, car, or even an airport lounge membership? Sick of putting your hand in your pocket for school fees, the rent or your mortgage? All of these things could be paid for through a salary sacrifice… Read More »Could you benefit from salary sacrificing?
There are two kinds of debt in this world: the kind that is tax deductible and the kind that isn’t. Knowing the difference, and planning your purchases accordingly, can significantly improve your cashflow, opportunities and overall financial position.
