WEALTH-NEWSLETTER

Insurance is a sound investment

Insurance is a sound investment

Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though - life can thro…

Who needs a testamentary trust?

Who needs a testamentary trust?

The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth ha…

Tax update March 2025.

Tax update March 2025.

New year, new rules: ATO’s 2025 focus areas for small businesses. The Australian Taxation Office has kicked off 2025 by announcing its major areas of interes…

Turbocharge your super before 30 June

Turbocharge your super before 30 June

More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include saving money …

Dollar cost averaging: can it work for you? (1)

Dollar cost averaging: can it work for you? (1)

Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added just under 7 per cent in the 10 months to O…

Navigating turbulent times in the share market

Navigating turbulent times in the share market

As investors grapple with uncertainty, keeping a cool head has never been more important. “Time in the market, not timing the market" is a popular investment…

Taking cover in changing times

Taking cover in changing times

Change is a constant. Life is about change and as we embrace each new milestone and deal with the challenges life throws us from time to time, we grow as human …

Wills and powers of attorney

Wills and powers of attorney

A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to make your own decisions. It also cove…

How to financially ease into retirement

How to financially ease into retirement

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income. The average age of Australia’s 4.2 milli…

RBA Announcement - February 2025

RBA Announcement - February 2025

At its latest meeting, the Reserve Bank Board announced it was reducing the cash rate at 4.10 per cent. With the official rate change, we're watching closely…

Time for an annual tune-up?

Time for an annual tune-up?

Checking in on your goals, finances and health We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our …

Stay safe from scams

Stay safe from scams

Scams are not new, however scammers are becoming increasingly sophisticated, and it can be challenging not to be taken in, so it pays to be aware of the tricks …

SMATS Chats
Latest Podcasts

Welcome to the New World! - 15th Annual Market Update Webinar

Join Steve Douglas as he discusses:

  • Global financial markets, issues & influence on our daily lives;
  • Australian property markets, driving factors and has it peaked?
  • International markets review & forecast;
  • Australian Dollar review & prediction;
  • Interest rates…

Australian Residency Tax Changes Q&A - May 2021

Join Steve Douglas, Executive Chair and Julie Kelley, Sales & Marketing Manager as they answer your burning questions during the 'Australian Residency and Tax Changes & Implications To Expats' webinar.

You can also book a FREE 20 minute tax consult by emailing smats@smat…

Australian Residency Tax Changes and Implications for Aussie Expats

Hidden away in the back of the Australian Budget and unmentioned in the Treasurers speech, was a simple statement confirming that:

“The Government will replace the individual tax residency rules with a new framework that is easy to understand, provides certainty and reduces compl…

16th Annual Australian Budget 2021 Review

We trust this seminar gives you a clearer understanding of the Australian Budget Announcements including:

• How Covid19 has impacted the Australian Government’s federal finances
• Measures the Government intends to undertake to reinvigorate the Australian economy
• Latest taxatio…

Will the Australian Property Market Crash?

Australian property prices look to be on a rocketing path, with first home buyers, low-interest rates and FOMO (fear of missing out) fueling the demand for the start of 2021.

However, with stimulus packages coming to an end, and international borders remaining closed, can this ex…

Australian Migration Tax Planning

For anyone considering Australia as a future place of residence planning your taxation affairs is a critical element of the migration process. 

The Australian taxation system is extremely complex and taxes residents worldwide income. 

Thankfully, legal and sensible tax …

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