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Tax rate uncertainty: Should investors consider realizing gains sooner vs. later?

Investors hate uncertainty. Today’s tax rate environment is the definition of uncertainty. This lack of clarity makes financial planning challenging. If tax rates are going up, should investors do anything today in advance of changes that may or not happen? How might possible tax increases impact existing portfolios? For appreciated assets, …

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How are Australians planning on spending their tax savings?

Essential bills, savings accounts, Christmas gifts and exchange-traded funds appear to be the big winners from the latest round of tax cuts, new research has revealed. During the 2020 budget, Treasurer Josh Frydenberg announced that up to 11 million Australians will benefit from tax cuts, with more than 7 million individuals …

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6 tips to turn your financial resolution into reality

Following a year of record-low interest rates, a volatile stock market and consumers flocking to access their superannuation, a financial expert has prepared six tips for Aussies looking to get on top of their finances in 2021. According to Minnik’s Chartered Accountants founder Leah Oliver, the start of the year …

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Looking for a loan pre-approval? Here are 5 things you need to know

Aussie CEO James Symond has emphasised that while pre-approval isn’t a guarantee you’ll secure a home loan, he believes it is a great first step towards home ownership. “If you’re early in your home-buying journey, getting pre-approval can help you focus your property search – giving you a clear idea …

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