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Leigh Morris

Top answer provided by:Leigh Morris

Ask an Adviser - Gifting Cash and the Family Tax Benefit

My mother in law is wanting to send me $40,000 AUS from the UK. How much can I receive before I have to pay tax on it, or it affects any Centrelink FTB?

Grant Levitas

Top answer provided by:Grant Levitas

Ask an Adviser - Investing tips for beginners

I currently have approx 45k across a couple of savings accounts gaining minimal interest and my goal is to purchase a house/apartment within the next 5 years. I would...

Welcome 2018 - Tips For Financial Success This Year

Welcome 2018 - Tips For Financial Success This Year

Happy New Year! 2018 is here and we’d like to welcome everyone to the New Year with a couple of simple tips to help your financial year start off on the right track.

Neil Evans

Top answer provided by:Neil Evans

Ask an Adviser - Cash Flow Tips For Beginners In Small...

I've been running a small business for a year now but I have trouble keeping a record of my cash flow. Are there any easy cash flow tips for beginners like me?

5 Ways to Spring Clean Your Finances

5 Ways to Spring Clean Your Finances

As we come out to enjoy the warmer months, Andrew Akuoko reminds us perhaps it’s also time to look at ways we can get our money matters in order!

Shane Light

Top answer provided by:Shane Light

Ask an Adviser - Tax Implications of Gifted Money

I am currently studying in university and my mother gave me two large sums of payments for purchasing electronics and monthly utility fee payments which goes over the tax...

David Nelson

Top answer provided by:David Nelson

Ask an Adviser - Care Allowance and Interim Retirement

My father is in Interim Retirement home on his last legs! He has $35,000 in a Term Investment. If he has less than $46,000 in his savings acct. (which he has) he no...

Ursula Boorman

Top answer provided by:Ursula Boorman

Ask an Adviser - Aged Care and Asset Splitting

We are about to place my 95 year old mother into a home. Her home is worth over $2m due to location. There are 4 siblings. Can we transfer the house into our names or...

Getting Your Finances In Order - Tips For Those In Their 30's

Getting Your Finances In Order - Tips For Those In Their...

It’s never too early to start thinking and acting in ways that can help set up your financial future. Here are some some simple things that people in their 30’s can do to...

Renting vs Home Ownership. Which Makes Best Financial Sense?

Renting vs Home Ownership. Which Makes Best Financial...

Recent years have seen housing prices in our major cities, particularly Sydney and Melbourne, reach levels which have put the dream of home ownership beyond many...

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