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Getting EOFY ready as a property investor
In the lead up to the end of the financial year (EOFY), it's a great opportunity for property investors to pause, prepare their records, and make sure they’re making the most of what they can claim. Tax time might not be the most exciting part of investing, but a little preparation now can make a big difference.
Intuitive Financial Services
Jun 16


Your 30 June superannuation checklist
With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.
Even depositing a small amount of extra money into your super account before 30 June this year could make a big difference to your overall retirement balance over the longer term, thanks to compounding investment returns.
Intuitive Financial Services
Jun 10


Super and planning for retirement
When you start to plan for retirement, you’ll need to check your super:
where it is; how much you have; whether you have lost or unclaimed super; consider consolidating accounts where relevant; that your details are up-to-date with the ATO and your super funds.
Intuitive Financial Services
May 14


Goals and Plans
Post about planning and reviewing your life, to set you up for the year ahead.

Tim Wortlehock
Jan 20


5 practical tips for getting your financial foundations right
Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come
Intuitive Financial Services
Sep 5, 2024


Spending your kids’ inheritance
Over the coming years trillions of dollars of assets are likely to be shifted from the estates of deceased older Australians
Intuitive Financial Services
Aug 8, 2024


Sound Money for a Modern World (Tim's Book Club #5)
Understanding Bitcoin in the book "The Bitcoin Standard" by Saifedean Ammous I’m guessing this is probably going to be a controversial...

Tim Wortlehock
Jul 11, 2024


How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude

Tim Wortlehock
Jul 5, 2024


"Die with Zero" by Bill Perkins (Tim's Book Club #4)
Getting all you can from your money and your life

Tim Wortlehock
Jun 20, 2024


Essentialism by Greg McKeown (Tim's Book Club #3)
Essentialism by Greg McKeown outlines an approach that pursues ‘less but better’ in various aspects of life.

Tim Wortlehock
Apr 18, 2024
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