by orange_office | Jun 18, 2025 | Weekly Updates
In personal finance the end of the financial year is very important for many people. For some, minimising income tax this year is most important. For others it’s more about arranging their affairs now so they will pay less tax in the future. Either way, June 30 brings...
by orange_office | Jun 16, 2025 | Weekly Updates
The Australian share market hit a record closing high in early February, soon after US President Trump took office. The US share market recorded its highest close shortly after, as did markets in the UK and some other countries. It was expected that Trump would...
by orange_office | Jun 4, 2025 | Weekly Updates
July is the most popular time of year to retire. People finishing up then receive their final payments for unused long service and annual leave in a new financial year, meaning they will usually pay less tax on them. People planning to retire this July may have a...
by orange_office | May 27, 2025 | Weekly Updates
At the time of the European Debt Crisis about 2010 an Australian lady of Greek origin inherited some money and came to see me about investing it. She mentioned that her sister who lived in Greece had inherited a similar amount. I asked what the sister was going to do...
by orange_office | May 21, 2025 | Weekly Updates
Some weeks ago this column covered the opportunity to build up superannuation balances using non-concessional contributions, especially for those approaching retirement and recently retired. These contributions also provide another valuable opportunity – to reduce...
