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Category: Strategy

The Queens Gambit. The rules of the game don’t change

01/02/2021 5 Minute Read

If you recently watched The Queen's Gambit, you may feel the lure of giving chess a crack, playing a game, and testing your abilities. But when you do for the...

Offset account vs redraw facility – the tax difference

05/12/2020 2 Minute Read

Most modern mortgages come with a redraw facility or a mortgage offset account. Sometimes they come with both… but which one should you use? With a redraw facility you can make...

Reducing mortgage debt and consolidating loans

28/08/2020 2 Minute Read

Many Australians carry a heavy debt burden that absorbs a large portion of their income. This article looks at strategies to better manage this debt burden and repayments to help...

Debt Management Basics

26/08/2020 2 Minute Read

Debt can assist you to buy the family home, purchase a car or consumer goods and also enable you to purchase investment assets such as shares, managed funds or a...

Understanding Transition to Retirement Pensions

06/08/2020 2 Minute Read

If you have reached your preservation age you can use a transition to retirement pension to access your superannuation as a non-commutable income stream while you are still working. This...

A Trap for Young Players

04/05/2017 2 Minute Read

The allure of the property market for first home buyers is hard to resist. Home ownership is considered a rite of passage for new couples. The problem I see more...

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The information contained in the ‘Surf Coast Wealth Management’ Blog page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

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