It’s Not What You Earn. It’s What You Keep
It’s Not What You Earn. It’s What You Keep By Gavin Lamb, Director, Navigate Advisors When most people talk about investing, they focus on the big numbers. “We earned a 10% return last year.” “The portfolio is up 8%.” It sounds impressive. But there is one question that matters more than any other. How much […]
Tax on Investment Earnings
Many business owners unknowingly put their personal wealth on the line by operating without a clear separation between business and personal assets. From legal disputes to costly mistakes, one claim could wipe out everything you’ve worked for. Discover how the right entity structures – from companies to family trusts – can protect your assets, optimise tax, and give you peace of mind to grow your business with confidence.
Super or Mortgage: Where Should Your Surplus Go?
If you’re deciding between putting extra money into your super or your mortgage, you’re not alone. This blog explains the maths, the strategy, and why a bit of both might be the smarter choice.
The $15k Tax Win That Boosted Her Retirement by $110k
Smart CGT timing and super contributions helped our client save $15,100 in tax and boost her retirement by $110,000.