Financial advice toolkit

Financial advice toolkit Navigate the financial advice process This tool helps you navigate the financial advice process with confidence by showing you: how to prepare to meet an adviser what to expect in the first meeting what to do after you receive advice. You can use this tool at any…

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5 reasons why small businesses fail

For many people starting a business is a dream but, at the same time, a significant risk when not done properly.While we see a number of clients citing issues with the Tax Office as the catalyst for problems that upend them, there’s many reasons why a business can fail.Let’s now explore what I believe are the five most common reasons why businesses fail.

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Buy now pay later services

What you need to know about buy now pay later servicesBuy now pay later payment services allow you to delay payment or pay by instalments (often fortnightly) over a period of time. Here we explain how these payment services work, what fees you’ll pay and how to avoid getting into financial trouble if you’re using these services.

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Getting married – starting on the right foot

Getting married is an exciting time but, with so many things to think about, it can be easy to put off thinking about how you will manage your money together after your wedding day. Taking time before you say "I do" to agree on how you will deal with your finances as a married couple will pay off in the long run.

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The Invisible Money Generation

Today’s kids have a different concept of money to previous generations. Instead of using coins and bank notes, this generation has grown up watching people buy things by tapping and swiping or clicking buttons online. They live in a world where in-app purchases, electronic bank transfers and digital currencies like bitcoin are as common as piggy banks were back in the day.

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