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Day: 14 July 2025

Career moves to help you get ahead financially

14th July 2025 by Right Fit Financial Advisors

If you are trying to get ahead financially, whether you are coming up with a deposit for your first home, focussed on paying down a mortgage, or working towards any other financial goals, budgeting and being able to save is critical, but as well as minimising your spending, a great way to get ahead is … Read more

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Are your adult children ready for the wealth transfer?

14th July 2025 by Right Fit Financial Advisors

The inheritance wave is building but most people are unprepared for the ride Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth handover in history. According to estimates made by the Productivity Commission in … Read more

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Records for rental properties and holiday homes

14th July 2025 by Right Fit Financial Advisors

How long to keep rental records You need to keep records for 5 years. Depending on your situation, that is 5 years from the date: you lodge your tax return of your last claim for the decline in value of an asset it is certain that no capital gains tax event can occur after you acquire, sell … Read more

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Recent Posts

  • Career moves to help you get ahead financially
  • Are your adult children ready for the wealth transfer?
  • Records for rental properties and holiday homes
  • Insurance payouts after a disaster
  • Volunteering in retirement: finding purpose, structure, and joy

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    T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) ABN 76 155 743 294 is a Corporate Authorised Representative (No. 419232) of Lifespan Financial Planning Pty Ltd. ABN 23 065 921 735. Australian Financial Services Licence No. 229892.

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