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Welcome to our May newsletter.

With interest rates at an all-time low, property may be an option for some investors. Here, we look at some of the pros and cons of the current property market.

2020 was a turbulent time for most investors, particularly retirees. Not all retirees share the same risk tolerance, so everyone’s strategy will be different. We explore five different strategies designed specifically for retirees.

Managing finances in a small business isn’t always a top priority. With tax-time just around the corner, now is the time to start organising your paperwork so you’re ready for 30 June.

Do you know the difference between ‘salary packaging’ and ‘salary sacrificing’? In this article, we explain the difference between the two.

We’re all familiar with the term ‘burnout’. Discover some simple practices you can put in place to help find a healthy balance and try to live a more stress-free lifestyle.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 1300 780 570 or email

Kind regards,

The Advice Group

Asset allocations still hold the key

Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why. Read full article >>

Risk in retirement: finding the right balance

For many of us, retirement means dream holidays, reading books and spending time with grandchildren. Read full article >>

EOFY: 5 bad habits small business owners should break in 2021

Looking to stay on top of your bookkeeping ahead of EOFY and minimise your tax burden? Start by dropping these five habits. Read full article >>

Salary packaging

Sacrificing part of your salary can reduce your tax. Read full article >>

10 Steps To Banish Burnout in 2021, For Good

We’ve come to know burnout as a feeling, but not a medical diagnosis. Read full article >>