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Life Insurance – Reviews and Considerations

April 28, 2022

The constant fluctuations in the market cost of necessary goods and services pressure the general public to be more wary of budgeting. With all the bills that need to be paid, getting life insurance seems pretty excessive when life is actually good. One would rather focus on the things that are needed and should be…

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Guide to Life Insurance in Australia

March 28, 2022

Life insurance is often confusing to a lot of people. They know what it is, but they are not certain why they may need a policy. Unfortunately, this is also the case for many Australians, there is a widespread tendency to underestimate levels of cover that people may need. There are various insurances that are…

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Complete Guide to Superannuation in Australia

March 14, 2022

Superannuation, or ‘super’, is the money put aside by an employer over an employee’s working life to live on upon retirement. It is important because the more money that is saved, the more money there will be for one’s retirement. The Two Phases of Superannuation An individual’s superannuation balance can be held in various ways:…

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Federal Budget 2021: What it means for you

May 12, 2021

The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his third Federal Budget on 11 May 2021. The Budget papers include a number of measures that may impact you, especially in the superannuation area. On the personal taxation front, the proposed changes include an extension to the low and middle income earner tax offset and…

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The Perfect 2021 EOFY Strategy

June 16, 2021

We are once again headed towards the end of the financial year but it goes without saying that this year is not like any other. How did you fare in the last financial year? We have experienced a cataclysmic blow in the global economy effectively damaging the national economy and putting a strain on the…

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Pizza Business Going From Strength To Strength.

September 5, 2021

Not only are all six of Maries Pizza’s locations traditionally been buzzing with in-restaurant guests, take out and deliveries, but this iconic chain also has big plans for expansion over the next 36 months regardless of the current economic environment.

Read More

Federal Budget 2021: What it means for you

May 12, 2021

The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his third Federal Budget on 11 May 2021. The Budget papers include a number of measures that may impact you, especially in the superannuation area. On the personal taxation front, the proposed changes include an extension to the low and middle income earner tax offset and…

Read More

The Perfect 2021 EOFY Strategy

June 16, 2021

We are once again headed towards the end of the financial year but it goes without saying that this year is not like any other. How did you fare in the last financial year? We have experienced a cataclysmic blow in the global economy effectively damaging the national economy and putting a strain on the…

Read More

The Household Budget – Balancing Control and Flexibility

October 14, 2021

Surely there must have been questions, as children, that were asked as to why extra cookies and chips are included in the groceries in this month, but not for the next. Ingredients for a much coveted cake recipe or maybe milkshakes that are bought for another and not for the succeeding months.  This is the…

Read More

Federal Budget 2021: What it means for you

May 12, 2021

The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his third Federal Budget on 11 May 2021. The Budget papers include a number of measures that may impact you, especially in the superannuation area. On the personal taxation front, the proposed changes include an extension to the low and middle income earner tax offset and…

Read More

The Perfect 2021 EOFY Strategy

June 16, 2021

We are once again headed towards the end of the financial year but it goes without saying that this year is not like any other. How did you fare in the last financial year? We have experienced a cataclysmic blow in the global economy effectively damaging the national economy and putting a strain on the…

Read More

The Boom and Gloom of Emerging Markets and China.

October 7, 2021

There has been some concern in the market chatter re the problems of a company in China called Evergrande.  Although the average Australian may not be aware or concerned it is a good idea to be at least informed. Emerging markets have been in the news with concern about the contagion impact of potential failure of…

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Pizza Business Going From Strength To Strength.

September 5, 2021

Not only are all six of Maries Pizza’s locations traditionally been buzzing with in-restaurant guests, take out and deliveries, but this iconic chain also has big plans for expansion over the next 36 months regardless of the current economic environment.

Read More

The Top 4 Reasons Why You Need A Financial Advisor

April 2, 2019

Getting the right advice today could change your life, now and in the future – and a financial plan starts with a simple conversation. Many individuals and business owners make the mistake of not getting a financial advisor and that is to their long-term disadvantage. Here are the top 4 reasons why you need a…

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How to Prioritise Your Financial Plan

August 12, 2020

We all dream of a prosperous retirement that allows us to do all the things we’ve always wanted to. But each marathon is run one step at a time, and each step of your financial plan will dictate what kind of outcome you get. So, how do you prioritise your financial plan? Your money has…

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Pizza Business Going From Strength To Strength.

September 5, 2021

Not only are all six of Maries Pizza’s locations traditionally been buzzing with in-restaurant guests, take out and deliveries, but this iconic chain also has big plans for expansion over the next 36 months regardless of the current economic environment.

Read More

Federal Budget 2021: What it means for you

May 12, 2021

The Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his third Federal Budget on 11 May 2021. The Budget papers include a number of measures that may impact you, especially in the superannuation area. On the personal taxation front, the proposed changes include an extension to the low and middle income earner tax offset and…

Read More

The Perfect 2021 EOFY Strategy

June 16, 2021

We are once again headed towards the end of the financial year but it goes without saying that this year is not like any other. How did you fare in the last financial year? We have experienced a cataclysmic blow in the global economy effectively damaging the national economy and putting a strain on the…

Read More

What To Expect From A Financial Adviser

November 22, 2021

Battles come in many forms, it’s not always swords, bows and killing machines. Some battles are greater than others, some are far bloodier but shorter, and some we’re bound to fight for a very long time. A key to winning a battle is to have the right people. Numbers don’t win battles but having the…

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The Household Budget – Balancing Control and Flexibility

October 14, 2021

Surely there must have been questions, as children, that were asked as to why extra cookies and chips are included in the groceries in this month, but not for the next. Ingredients for a much coveted cake recipe or maybe milkshakes that are bought for another and not for the succeeding months.  This is the…

Read More

Tips to Surviving Black Friday: What You Need to Know

November 24, 2021

Black Friday is a great time to save money, but the crowds and chaos can be overwhelming. If you want to avoid the stress of shopping on Black Friday, then you should consider shopping online instead. It’s much easier to find deals from your couch than it is in a packed store. But if you…

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Preserving Your Legacy & Protecting Your Family

January 11, 2022

Why do people work hard? Well, if a hundred people are asked as to why, then a hundred varying answers will be given. However, there is a huge possibility that most or even all of the answers will include working for oneself and family. Family is the support system that gets every individual to keep…

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Is SMSF Lending Still Available in Australia?

April 2, 2019

Self Managed Superannuation Funds (SMSF’s) are a great vehicle for allowing the educated investor to purchase both residential and commercial property using the funds in their super plus leveraging against the property. This allows investors to have a diversified portfolio. The overall number of lenders who provide SMSF Lending solutions has diminished however there are…

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The Top 5 Reasons Why Not Having a Retirement Plan Can Cost You More

October 15, 2019

One of the common things we hear from clients is that financial advice costs too much. However, what we always say is – compared to what? Over the years we have spoken to many people who have spent far more by not getting the right financial advice in the first place. In this blog, we…

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MYTH BUSTER: Is it possible to receive a Centrelink Age pension AND draw from a Super fund?

October 15, 2019

We have heard all heard the horror stories of retirees running out of income from their super and having to rely on the old age pension or even having to turn off their electricity because they simply can’t afford it! In fact, studies show that 70% of all Australians end up becoming completely reliant on…

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Easing into Retirement

February 23, 2022

As the nation drifts back to work after the summer break, it’s often a time to start putting your New Year’s resolutions into practice. For some, an extended holiday may have convinced you that you are ready for more of the good life and that it’s time to retire. In the past, that would have…

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What Rules Apply to SMSFs and Property?

February 23, 2022

With the property market hitting all-time highs in 2021, interest has never been higher for people who want to invest through their SMSF. In the September 2021 quarter, Australia’s SMSFs had almost $88 billion invested in non-residential real property, with another $47 billion in residential real property. But before adding property investments to your SMSF, there…

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Your Life, Reimagined: The 8 Secrets To Developing The Wealth Mindset

February 7, 2020

Here at Forward360 we use a combination of proven wealth strategies, ethical tax minimisation and accounting to help clients achieve the happy, carefree lifestyle they’ve always dreamed of. What we wanted to delve into on this blog are the less tangible ingredients in developing wealth and it all starts with having what is known as…

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Your Guide to Financial Freedom 101 – Invest and Diversify

February 25, 2020

You work hard your entire life, hopefully loving what you do along the way. At some point, you want to retire so you can try your hand at those hobbies you’ve been cultivating, finally spend more time with your family or focus on that non-profit that fulfils you. Maybe you even want that retirement to…

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The 8 Fundamentals of Business

March 3, 2020

Whether you are starting a new business or, you’ve been in existence up and running it from a long time, it can be simply too easy to be overloaded by the intimacy brought by the various divisions within that business. Returning to some of the crucial joints and tightening some of those with metaphoric screws…

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