Blog
Get ready for changes to Superannuation: What every business owner needs to know
17 June
With the end of financial year (EOFY) 2022 just around the corner, it’s crucial for business owners to know about soon-to-be-implemented changes in Australian super funds. Come 1 July, companies need to be prepared to address superannuation...[Read More]
An EOFY Checklist — What you need to know
5 May
It's that time of year again — the End of Financial Year ("EOFY") — and tax preparations may feel daunting given what the world has had to endure for over a year. Many of us worked reduced hours or were unemployed. A large part of the...[Read More]
Super changes that could affect you from 1 July 2022, your EOFY checklist
6 June
Essential Superannuation EOFY Tips This 2022 The week leading up to 30 June is an excellent time to take advantage of any tax benefits that may be available within superannuation. There are certain contributions you can focus on to lower your...[Read More]
Federal Election Opportunities: Proposed to Commence 1 July 2022
8 June
Proposed changes to superannuation, home buyer support, social security, and more have come out on the heels of the recent federal election and Federal Budget. Here's what you need to know. The following proposed changes relate to social security...[Read More]
Ways to make your own luck with money this St. Patrick’s Day
3 March
Contrary to popular belief, there is no fabled pot of gold sitting and waiting for you to come and claim it at the end of the rainbow. Unless you've won the lottery or you have a trust fund, it's doubtful that you'll make money through luck without...[Read More]
4 financial myths you shouldn’t fall for this April Fools’
31 March
April Fools’ Day has a long and rich history of harmless trickery, and it can be very entertaining if you manage to fool your family or friends. However, if you’re gullible, April Fools’ Day may not be as much fun. Falling for false...[Read More]
How children today are teaching their parents about investing: by Robert Warry
4 February
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]
Beat the holiday rush: 6 tips to save money on Black Friday and Cyber Monday sales
17 November
Robert Warry (GoalFS) Major shipping delays so order Christmas gifts early to avoid disappointment For most people, the few weeks before the holidays are a great time to snap up great deals and save cash on gift shopping and a...[Read More]
Goal Financial Services has updated our Financial Services Guide
17 November
New Financial Services Guide v4.5 October 2021 A Financial Services Guide (FSG) informs you of your rights, entitlements and details the services we provide. It is simply part of the regulatory process to help ensure that clients are fully aware...[Read More]
7 ways to stay active and healthy in retirement
29 October
When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that you can turn into everyday habits – even when social distancing is on the agenda. If you’re after ideas, here are some ways...[Read More]
Demand for financial advice doubles in five years
29 October
If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got a tooth ache, you see a dentist. But what about when you’re looking to better manage your finances? According to 2020 figures from...[Read More]
Spring clean your credit rating
29 October
Is your credit rating looking a little worse for wear? Here are our tips to help you get it back into shape ahead of your next big purchase. What is a credit score? Lenders use your credit score to work out how reliable you’re going to be as...[Read More]
Millennials and money: what does the future hold?
29 October
The first millennials (born between 1981 and 1996) are turning 40 this year. Still, despite more than twenty years in the workforce, it seems their financial wellbeing isn’t guaranteed. A Commonwealth Bank study has found that almost two...[Read More]
How ‘Buy Now Pay Later’ affects your credit score
29 October
In recent years, ‘buy now pay later’ (BNPL) has become an increasingly popular method for consumers looking to purchase goods via instalments without resorting to credit cards. These services are often billed as a safer and more...[Read More]
How to invest ethically
29 October
Ethical investing involves using your ethical principles to filter and guide your investment decisions. The practice has been around for more than 30 years in Australia, and has started to gain significant traction in recent years. If you’re...[Read More]