As a child, I remember the allure of the lottery, the dream that a single ticket could erase financial worries forever. At twelve, I was convinced that winning the lotto meant a life of ease and security.

‍

Meet Kate Borch, a financial expert with over 25 years in accounting and a Master's in Financial Planning, specialising in SMSFs, wealth creation, retirement planning, and aged care advice.

On Tuesday 14 May, Treasurer Jim Chalmers handed down the Federal Budget for 2024/25,which was eagerly awaited given continued cost of living pressures and high interest rates impacting the financial situation of many Australians.

The 124th Australian Federal Budget was delivered by Dr. Jim Chalmers. He presented an optimistic view of Australia’s finances, highlighted by a second consecutive surplus—this year, a surplus of $9.3 billion.

‍

The Australian government has recently unveiled a bold initiative aimed at alleviating the burden of student debt for millions of Australians.

The Australian housing market continues to show signs of life as new data from the Bureau of Statistics reveals a modest uptick in home approvals, though still below pre-pandemic levels.

Macquarie Bank, one of Australia's leading financial institutions, is set to embark on a groundbreaking transition toward a fully digital model, bidding farewell to cash transactions at its branches.

Woolworths, Australia's leading supermarket chain, faces challenges in the March quarter due to changing consumer spending habits amidst inflation concerns.

Let’s hear from Tyson Roberts, our Managing Director who has been leading Vista Financial Group since 2018. With a rich background in financial advice and a track record of success in corporate management, Tyson strives to ensure our group delivers best-of-class financial solutions for our clients.

Taxation is an inevitable part of life, but it doesn’t mean we can’t find ways to reduce our tax burden. For everyday Australians, there are several strategies that can be employed to minimise the amount of tax paid each year.

The world of superannuation funds is vast and varied, with two major players dominating the scene: Self-Managed Super Funds (SMSFs) and Retail Funds.

‍

The Australian housing market has shown a surprising resilience, with home values continuing to rise despite higher interest rates, inflation, and cost of living. This trend has been observed across the nation, with the exception of Hobart.