The short answer is that it’s for the same reasons people should seek your expertise. It’ll put you in a better position, give you precious time back and provide comfort that you’re making the best decisions to lead the life you want. Tell me more… Success in your professional career often brings enjoyment, recognition, and […]
READ MOREFederal Budget May 2024 Snapshot
Summary For the second year in a row, the government expects to deliver a budget surplus. This wasn’t a big surprise as for many years, politicians tend to leak the headline news. While this is great news, a combination of tax cuts from 1 July 2024, energy rebates and tax credits for energy and critical […]
READ MOREHappy holidays
As the festive season is upon us, we at Keep Wealth want to express our sincere gratitude for your continued trust and partnership throughout the year. As we wind down for the holidays, we wish you and your loved ones a Merry Christmas filled with joy, laughter, and precious moments together. And if you’re getting […]
READ MOREWelcoming Caroline
We’re delighted to announce that Caroline Turner has joined the Keep Wealth family. Caroline brings considerable experience from within (and outside) the financial services industry and is keen to support us in providing the highest levels of service to our clients. We’re a small team and it was important to get the right person – […]
READ MORERisks for the bank of mum and dad
Does the bank of mum and dad fully understand the risks of providing financial assistance to their children? Bendigo Bank run a tv ad about them being the better big bank snapping at the heels of the four majors. It makes you wonder how big the bank of mum and dad has become as the […]
READ MOREValues matter
How often do you stop to think about what’s really important to you in life? Values are the beliefs and principles that you believe are important in the way that you live and work. They give meaning to the things we do. They are individual to us, guide our behavior and allow us to […]
READ MOREHas inflation peaked?
As you might have seen, inflation looks to have turned the corner, even though the jobs market remains as strong as any period in history. In fact, inflation seems to be moderating globally, albeit at different speeds in different regions. They say markets often climb a wall of worry and that has certainly been the […]
READ MOREFederal Budget May 2023 Snapshot
Summary The May 2023 budget yet again, proves that Australia is the ‘Lucky’ country. Thanks to a huge revenue windfall due to record low unemployment rates and a spike in commodity prices, the Treasury Department are forecasting a $4 billion budget surplus this year, the first in 15 years. This is a massive turn […]
READ MORE30% super tax
The government has announced that from 1 July 2025, earnings from superannuation balances over $3 million will attract a 30% concessional tax rate, doubling the current 15% tax rate. Why? In its media release, the Albanese Government reasoned it is making our superannuation system more sustainable and fairer. They expect to raise a further $2 […]
READ MOREHappy holidays
We’re just about done for the year and looking forward to taking some time out with our families and friends to recharge. We hope you’re spending time with loved ones and if you’re getting away over the holidays, safe travels. Note that our office is closed from this Thursday 22nd December until Thursday 5th January […]
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