Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful? In essence, core-satellite is an investment approach that combines the benefits of index funds—lower cost, broader diversification, tax efficiency and lower volatility— with actively managed funds or other direct investments … Read more
Tax breaks are always good news, but for house hunters they can have an added bonus. Not only do tax cuts mean potential buyers have more cash in their pocket at the end of the financial year, but they’re also looking at increased borrowing power. A typical homebuyer’s borrowing capacity could rise by tens of … Read more
What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars, boats, furniture, jewellery, family heirlooms, art, shares and more. What is estate planning? This is where you decide what will happen to your belongings after you pass away. By leaving … Read more
The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are designed to help working Australians get more money into the retirement savings system. If fully utilised, the changes potentially allow all super fund members, including those with a self managed … Read more
Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990, Australia had one of them – the late media mogul Kerry Packer. But these days Australia has lots. According to the just-released Australian Financial Review Rich List, there are now 150 individuals … Read more
Suite 4a, Level 4, 4 Belgrave St
Kogarah NSW 2217
PO Box 487
Kogarah NSW 1485
Mon - Fri: 9am - 5pm
Sat - By appointment
Thomas Group Accounting and Taxation Pty Ltd AFSL 520446 ABN 13162819187, trading as Thomas Group Financial Services
is the holder of and Australian Financial Services Licence AFSL 520446 .
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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Thomas Group Financial Services acknowledges the traditional custodians of the land in which the Kogarah office is situated – the Biddegal people of the Eora Nation.
