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Read more about the article Important Tax Season Dates for 2026
2026 Tax Year End

Important Tax Season Dates for 2026

  • Post published:30th January 2026
  • Post category:Invest/Tax

During the tax season, there are different cut off dates for different taxpayers. It is important to know when these dates are, so that you can submit your returns on time and also so that you can plan your investments to maximise your money too.

Continue ReadingImportant Tax Season Dates for 2026
Read more about the article Money Management ‘Boxes’

Money Management ‘Boxes’

  • Post published:13th February 2025
  • Post category:Behavioural Finance/Cash Flow/Financial Literacy/Financial Management/Financial Planning/Invest

To manage our money better we need to divide it up into manageable boxes. We start by putting our expenses into groups according to their characteristics.

Continue ReadingMoney Management ‘Boxes’
Read more about the article Money Management 101

Money Management 101

  • Post published:7th February 2025
  • Post category:Behavioural Finance/Budgeting/Cash Flow/Financial Literacy/Financial Management/Invest

A budget is your plan on how to save and spend your money. We prefer the term money management because the word budget for can be scary.

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Read more about the article Important Tax Season Dates

Important Tax Season Dates

  • Post published:19th June 2024
  • Post category:Invest/Tax

During the tax season, there are different cut off dates for different taxpayers. It is important to know when these dates are, so that you can submit your returns on time and also so that you can plan your investments to maximise your money too.

Continue ReadingImportant Tax Season Dates
Read more about the article What happens to my Tax before Retirement

What happens to my Tax before Retirement

  • Post published:1st September 2021
  • Post category:Financial Planning/Retirement

What happens to my tax before retirement? Retirement savings vehicles all have one common benefit, they lower your tax payable.

Continue ReadingWhat happens to my Tax before Retirement
Read more about the article Manage My Money – Emergency Funds

Manage My Money – Emergency Funds

  • Post published:1st September 2021
  • Post category:Financial Planning/Invest/Unit Trust

Managing your money through the use of an emergency savings fund. We look at different options and some of the key things to think about.

Continue ReadingManage My Money – Emergency Funds
Read more about the article What happens to my tax after retirement?

What happens to my tax after retirement?

  • Post published:1st September 2021
  • Post category:Financial Planning/Retirement

When you reach retirement, you need to know how your money will be taxed. Where it is allowed to go in order to make the most informative decision.

Continue ReadingWhat happens to my tax after retirement?
Read more about the article Tax and Retirement – Tax Free vs RA

Tax and Retirement – Tax Free vs RA

  • Post published:1st September 2021
  • Post category:Retirement/Tax-Free Savings

Everyone would like to retire one day and live comfortably. Long term investments are an efficient way to help you get there.

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Read more about the article Manage My Money – How to save

Manage My Money – How to save

  • Post published:1st September 2021
  • Post category:Financial Planning/Invest

We often hear the sayings, “Saving for a rainy day”, or "Invest for the future”, but where do you start?

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Read more about the article Manage My Money – Unit Trusts

Manage My Money – Unit Trusts

  • Post published:25th August 2021
  • Post category:Financial Planning/Unit Trust

Understanding what unit trusts are and what they are made up of, gives you some perspective of what to look out for.

Continue ReadingManage My Money – Unit Trusts
Read more about the article Manage My Money – Fund Fact Sheets

Manage My Money – Fund Fact Sheets

  • Post published:25th August 2021
  • Post category:Financial Planning/Invest

An investment fund fact sheet provides insight into the performance, objective and fees. Furthermore, it highlights the asset allocation and breakdowns of its investment holdings.

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Read more about the article The Clever Investor – Consolidated

The Clever Investor – Consolidated

  • Post published:23rd November 2020
  • Post category:Financial Planning/Invest

In this three-part mini-series we are focusing on various ways you could invest your money. In the Good, the Bad, the Risky we aim to unpack different investments. We will look at the pros and cons of these investment options, as well as, what's best to focus on.

Continue ReadingThe Clever Investor – Consolidated
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