Outright home ownership is the great retirement dream
Retiring without a mortgage has a large positive impact on retirement confidence. For decades the “Great Australian Dream” has been the general desire by most
Retiring without a mortgage has a large positive impact on retirement confidence. For decades the “Great Australian Dream” has been the general desire by most
This step-by-step guide shows you how to navigate the process of refinancing your home loan. With interest rates increasing materially in the past few years,
How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to
Many Australians expect an inheritance, but their parents may have a different view. Around one in two Australians have received or expect to inherit money
If you earned Australian income between 1 July 2023 and 30 June 2024, you may need to lodge a tax return. If you’re doing your
Key points: Getting an assessment is the first step towards getting access to Government funded services Assessments are undertaken by the Aged Care Assessment Team
It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years have delivered a serious reality
Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the
The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies
Binary options promise quick, high returns. But the reality is you will lose your entire investment most of the time. Binary options are financial products
Household wealth or net worth is a measure of a household’s assets less its liabilities. Household wealth always generates a lot of interest in Australia
As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know
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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
IP Financial Advisers Pty Ltd (ABN 23 602 632 584) is authorised by Templestone Financial Services Pty Ltd (ABN 99 641 075 952) AFSL 523831 to provide financial services only. Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.