Author: Capstone FP

2023-24 saw strong investment returns again – but can it continue?

2023-24 saw strong investment returns again – but can it continue?

Capstone FP 5 July 2024 No Comments

Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although the RBA is lagging)…

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Super and tax – what’s changing on 1 July 2024

Super and tax – what’s changing on 1 July 2024

Capstone FP 1 July 2024 No Comments

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year,…

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7 ways to get ready for tax time

7 ways to get ready for tax time

Capstone FP 1 July 2024 No Comments

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income When it comes to tax,…

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Commonly Asked Questions – retirement planning

Commonly Asked Questions – retirement planning

Capstone FP 1 July 2024 No Comments

Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursue your passions and interests…

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How debt can help you build long-term wealth

How debt can help you build long-term wealth

Capstone FP 1 July 2024 No Comments

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and objective. In this…

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How to reduce your mortgage interest rate and fees

How to reduce your mortgage interest rate and fees

Capstone FP 1 July 2024 No Comments

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can keep or invest…

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Social media scams: Who’s really following you?

Social media scams: Who’s really following you?

Capstone FP 3 June 2024 No Comments

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out how to protect yourself. Next time you…

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How women can future proof their wealth

How women can future proof their wealth

Capstone FP 3 June 2024 No Comments

Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps women can take today to…

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Do you know your Total Superannuation Balance (TSB)? You should!

Do you know your Total Superannuation Balance (TSB)? You should!

Capstone FP 3 June 2024 No Comments

The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking effect on 1 July 2017. However, unlike other changes, such…

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6 things to consider before investing

6 things to consider before investing

Capstone FP 3 June 2024 No Comments

Investing your money may be an effective way to help you build long-term wealth. While it can seem overwhelming at times, given the breadth of options available, you don’t need…

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