Financial Library

Fox Wealth Advisory is pleased to keep you informed with the latest financial planning articles.

Downsizing with confidence

Deciding to downsize is a big life step. It is not just about moving to a smaller house. It can

Tax-deductible expenses for sole traders to watch for

Are you a sole trader? Here are some tips on deductible expenses to watch for. If you haven’t spoken to

Understanding Rental Yield

What is rental yield? Rental yield is a simple way to measure how much money you’re making from an investment

Will the RBA’s call to end card surcharges cost businesses big time?

The Reserve Bank of Australia (RBA) is pushing to take card surcharges off the table as early as October 2026,

The Iran war and markets: Keeping perspective amid uncertainty

There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices

Bills of exchange

Bills of exchange can look and sound similar to term deposits, but they do not have the same protections and

Tax-deductible expenses for sole traders to watch for

Are you a sole trader? Here are some tips on deductible expenses to watch for. If you haven’t spoken to

Understanding Rental Yield

What is rental yield? Rental yield is a simple way to measure how much money you’re making from an investment

Will the RBA’s call to end card surcharges cost businesses big time?

The Reserve Bank of Australia (RBA) is pushing to take card surcharges off the table as early as October 2026,

Investing for the next generation

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy

The property vs shares debate heats up

Property booms and market swings shape the case for property and shares Hot property markets and volatile share markets add

Quarterly Property update – June 2026

Housing markets losing momentum as they face stronger headwinds The last quarter marked a clear shift in housing conditions, with

Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Finding balance in fixed income

Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines,

Five things to put in place before you retire

Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Finding balance in fixed income

Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines,

Five things to put in place before you retire

Take these steps to set yourself up for a confident transition to retirement For many Australians, the final couple of

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Choosing home insurance

Home insurance protects one of your most important assets. What is home insurance Home insurance covers the cost of repairing

Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is

The silent partner in your wealth plan

When you think about building wealth, you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners

Choosing a home loan

When you’re looking for a good deal on a home loan, the interest rate matters. With the cash rate on

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so

Credit scores and credit reports

Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing

Contractors – when to pay super under Payday Super

With Payday Super approaching fast, now’s the time to look at how you pay super for independent contractors. While Payday

Get prepared for June 30

Tax time is just around the corner, so now is the time to get ahead and find out what strategies

Your 30 June superannuation checklist

Five easy ways to get more into your super fund before the end of the financial year With the end

Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply. For many Australians, superannuation will be

Searching for lost super

How to check for lost member super accounts. What is lost super Lost member super accounts are reported to the

Payday Super Regulations: further details for SMSFs

Find out how the new Payday Super Regulations will impact SMSFs when Payday Super starts from 1 July 2026. With

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care

Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A

Seniors face health insurance bill shock of up to $1,600 a year

Older Australians could face health insurance price rises three times higher than others under new government rebate changes. Here’s what

Age Pension increase offers relief as deeming rates rise gradually

The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group

New aged care act: what you need to know

Sweeping reforms to aged care began on 1 November 2025 to help improve the quality, transparency and flexibility of care.

Financial Library

Fox Wealth Advisory is pleased to keep you informed with the latest financial planning articles.

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