enquiries@kofkinbond.com.au     03 9111 2675

  • By Willard Lloyd / January 10, 2020
    Reading Time: 3 minutes

    If breaking New Year’s resolutions is as much a tradition as the act of making them, you’re not alone – about one-third of New Year’s resolutions don’t even make it past the first month.i So why not try something different this year?

    The main reason resolutions fail is because they’re often formed without a strategy. A strategy has clear directions, timelines and consideration of resources needed, which is why they are much more likely to be acted upon.

    If you’ve already set resolutions for 2020, it’s time to develop a strategy to achieve them. Equally, if you’ve avoided making resolutions, now is a great time to think about what you want to achieve over the coming months and develop a road map.

     

  • By Willard Lloyd / January 10, 2020
    Reading Time: < 1 minute

    Welcoming all listeners back for another year.

    Our first podcast is with Caroline Bakker, a Life Coach from Amazon Warrior. We thought it would be fitting to start the New Year with a conversation around habits and the steps taken to form and maintain these habits throughout the year. Caroline goes through her process of setting goals and ensuring, regardless of her situation, that she maintains focus on the steps that are required in achieving her major goals.

    Even with hiccups hurdles and health complications, Caroline has been able to establish consistency in her life with progressing to where she would like to be. We are happy to bring a positive to start the New Year and think our listeners will get something out of this episode.

    You can find more of Caroline at her Instagram, Facebook and her Website | info@carolinebakker.com

    03 9111 2675 | enquiries@kofkinbond.com.au

  • By Willard Lloyd / January 10, 2020
    Reading Time: < 1 minute

    We just wanted to say thank you to all our clients and our listeners. This has been a new experience and we hope that you have found value in these weekly podcasts. We look forward to bringing you new engaging podcast next year. From all of us here, we hope you have a happy and safe festive season.

     

     

  • By Willard Lloyd / January 10, 2020
    Reading Time: < 1 minute

    This week’s podcast is related to a previous podcast, one of our most popular, Journeys with Leo Momesso. Leo shared his entrepreneurial journey and the effects it had on him and his little daughter. Clara discusses this time even though very young, the experience it had on her and how it shaped her ambition towards her professional life. Clara also enlightens Tony & Jamie on the intricate details of the influencing lifestyle, her current endeavours with involvement with a start-up (Girls Trade), Miss World Australia and two part-time jobs at Augustus Gelatery & Wyndham Partners Lawyers.

    Links to Clara Instagram, email and Girls Trade website linked below. Instagram – Clara Momesso | clara_momesso@outlook.com | Girls Trade Website

    03 9111 2675 | Kofkin Bond & Co

  • By Willard Lloyd / January 10, 2020
    Reading Time: 4 minutes

    It was a year of extremes, with shares hitting record highs and interest rates at historic lows. Yet, all in all, 2019 delivered far better returns than Australian investors dared hope for at the start of the year.

    The total return from Australian shares (prices and dividend income) was 24 per cent in the year to December.i When you add in positive returns from bonds and a rebound in residential property, Australians with a diversified investment portfolio had plenty to smile about.

    Humming along in the background, Australia entered a record-breaking 29th year of economic expansion although growth tapered off as global pressures mounted.

  • By Willard Lloyd / January 10, 2020
    Reading Time: < 1 minute

    This week’s podcast goes on a bit of a history lesson. Tony enlightens listeners on the disruptions to industry and how they have revolutionised the world and the benefits to society it is shown. The topic also shifts towards the difference in pay compared to different workers within an organisation.

     

  • By Willard Lloyd / December 9, 2019
    Reading Time: 2 minutes

    Investing your money is all about trying to grow your wealth over a while. ETFs are one way to do this over the long term and they can provide benefits like diversification, exposure to a range of companies in one investment and generally lower costs. Like all financial investments, ETFs come with a level of risk. We outline some benefits and risks for you to think about.

  • By Willard Lloyd / December 6, 2019
    Reading Time: 2 minutes

    Foreign tax residents will no longer be able to access the main residence CGT exemption, unless a specific life event such as death, a terminal medical condition or divorce occurs.

    There will be a vast number of Australian expats who get caught up in these changes simply because they were not aware and were operating under the belief that the existing six-year temporary absence rule was still in effect

    Treasury Laws Amendment (Reducing Pressure on Housing Affordability Measures) Bill 2019 has been passed by the Senate today and now awaits royal assent.

    First announced in the 2017–18 budget, the bill will now deny non-residents the CGT main residence exemption for CGT events that happen on or after 9 May 2017, subject to an extended 30 June 2020 transitional date.

    They will either have to decide to sell their property before the 30th of June 2020 to retain either a full or partial entitlement to the Main Residence Exemption or to retain the property until they return to Australia and elect to become a resident for tax purposes.

     

  • By Willard Lloyd / December 3, 2019
    Reading Time: 3 minutes

    Australians delight in their nation punching above its weight. But there’s little to celebrate in being the world’s silver medallists – we’re a nose behind the Swiss – when it comes to household debt.i With the present-buying, holiday-taking season nigh, millions of Australians could soon find themselves sinking even deeper in the red.

    Older readers may remember a time when credit was hard to come by and people were cautious about going into debt. But those days are long gone, as our appetite for credit and the way we access it, is evolving.

  • By Willard Lloyd / December 3, 2019
    Reading Time: 3 minutes

    If five golden rings and a whole menagerie of birds sounds like it might blow the budget this year, then perhaps the classic carol needs a rewrite. That’s why we’ve put together a list of hot tips to make the gift-giving season a breeze without scorching a hole in your hip pocket.