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Everything from Omniwealth

Budgeting to save money will not make you wealthy

From Omniwealth

Welcome to 2018. Another new year to set new goals, make New Year’s resolutions to change some bad habit you feel guilty about and to start saving more money! Right?

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01 Feb 2018

Airbnb is a good income earner but what about the CGT?

From Omniwealth

Airbnb can create extra income for you and your family, however this can cause some adverse tax consequences. “First of all the income will need to be included in your

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22 Jan 2018

Investor world is changing: P&I loans may be only way into property market

From Omniwealth

James Grima at Omniwealth Mortgage is seeing better prospects for Sydney home buyers as the market cools. The slowdown of the residential property market, particularly in Sydney, has been good news for buyers

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01 Dec 2017

Funding an aged care deposit with reverse mortgage

From Omniwealth

A Refundable Accommodation Deposit (RAD) payable on entry in aged care is often a large amount of money to find in a hurry and many people think selling the family

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01 Dec 2017

Make sure you get your SMSF finance in place, before time runs out

From Omniwealth

The next federal election is due to be held in late 2018 or early 2019 and if Labor wins this election it has plans to introduce legislation to stop SMSF

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18 Oct 2017

Super does not lose you money

From Omniwealth

“I don’t want to invest into super. My friends lost money investing in super during the GFC.” This was a conversation I was having with a new client this week.

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12 Oct 2017

Buying shares versus paying down home debt

From Omniwealth

Here’s an interesting situation for you to consider. I’m working with a new client who saved $300,000 to invest. Feeling they did not know what options were available to them,

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26 Sep 2017

Five good habits to build wealth

From Omniwealth

According to the Reserve Bank of Australia, the average Australian earns $1,164 per week or $60,528 per year. Then, the average Australian saves 4.70% of their income or $2,844 per

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22 Sep 2017

How can a young couple build a 40% home deposit?

From Omniwealth

Sadly, young couples and individuals in their 30s are dropping out of home ownership due to steep price rises in Sydney and Melbourne. For young Australians, one of the biggest

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19 Sep 2017

Reverse Mortgage – Living with ease in the golden years

From Omniwealth

Most Australians aged 65 and over own their own home. A reverse mortgage will allow you to borrow against the equity in your home, without having to sell, by releasing

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08 Sep 2017

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]