Insights

In this session we chat to Rich Burrows, an Elite Performance Coach and owner of Performance Breathing Australia – a Noosa based coaching business which…

These sessions form part of our investment committee’s intel collection and assist us in recommending a best of breed investment solution for our clients. Morgans…

Hear from our CEO, Tim Hobart, as he outlines various tax focused strategic options available for individuals in the lead up to 30 June 2023.…

These sessions form part of our investment committee’s intel collection and assist us in recommending a best of breed investment solution. In this session, I…

These sessions form part of our investment committee’s intel collection and assist us in recommending a best of breed investment solution. In this session, I…

Our clients’ interest in understanding how their money impacts the world and how risks arising from environmental, social or governance (ESG) related issues, is at…

We recommend you seek professional taxation advice before acting on this information. The content below should not to be construed as personal financial advice, taxation…

Current Equity Market Trends Explained – Chat With Alexis Gray Over the next few months we’ll be giving you an inside look at our discussions…

Current State Of The Property Market With Lynton Stevenson Over the next few months we’ll be giving you an inside look at our discussions with…

Over the next few months we’ll be giving you an inside look at our discussions with investment experts and fund managers. We’ll be sharing videos…

This update is designed to provide you with a brief overview of financial markets in 2020 and an outline of key themes that may impact…

In this update we explore the US share market and why it’s bucking the global trend of below average performance. Brief Summary on the September…

We recommend you seek professional taxation advice before acting on this information. The content below should not to be construed as personal financial advice, taxation…

The following information is provided as general information only and is written based on information available as at 1 June 2020. It is not subject…

The following information is provided as general information only and is written based on information available as at 1 June 2020. It is not subject…

As you are no doubt aware, the coronavirus (COVID-19) has had a sudden and substantial impact on global investment markets. The sell-off is continuing. The…

The Government has announced a $17.6 billion investment package to support the economy as we brace for the impact of the coronavirus. It’s likely a…

People value different things about the MyVAULT app. For some, the focus is on cash flow and for others, it’s monitoring their total wealth and…

Financial Markets – Key influences on financial markets and strategies to adapt For some years market commentators have been predicting a global economic downturn. Here…

The investment strategies of Self-Managed Superannuation Funds (SMSFs) are under scrutiny with the Australian Taxation Office (ATO) contacting 17,700 trustees about a lack of asset…

Investors and homeowners alike have been asking “have the recent rate cuts produced a wave of confidence in the housing market?” We asked our brokers…

The recent income tax cuts that passed through parliament do not mean everyone automatically gets $1,080 back from the government as soon as they lodge…

In times of market uncertainty, there are those that suggest an investment in gold is the answer. While not a common strategy among mum and…

Many home loan customers have expressed great relief at the two recent rate cuts with many now experiencing the lowest interest rate environment they have…

You may now be aware that we recently made some changes to our tax return offering. We’ve made these changes because we don’t believe that…

Industry Super Funds have experienced a huge inflow of new members in recent years, with many distrusting banks and financial services providers to deliver a…

When considering our finances, we often find it difficult to choose that ‘one thing’. That, one change that could make a positive impact in our…

We’ve provided a fictional example based on a situation that many couples will identify with: Names: Chris & Anna Smith Age: 37 & 32 Children:…

A consistent theme this tax time is overclaiming and under reporting. With the Australian Taxation Office (ATO) getting more and more sophisticated in its data…

Media headlines are encouraging home loan customers request better deals from their lenders or simply ‘vote with your feet’. It’s true we are in a…

Why is personal insurance so important? Ensuring that you take a considered approach to personal insurance is critical. Insurance should provide you with the peace…

In short, simplification. The LNP has committed to a simpler tax system and propose a reduction in income tax starting 1 July 2019 and into…

What is MyVAULT? MyVAULT is an exciting software product that’s designed to provide our clients with clarity in their financial world. Our community of clients…

Many of the major lenders have come out recently with their expectations of a rate cut or two before the year ends.  Expectations were high…

We closed the 2018 calendar year with mixed results, with most market commentators sharing a negative outlook for 2019. While this may still be in…

Today we wrap up our two-part series on What type of buyer are you? If you believe that 2019 is your year to secure a…

Successful people use their budget like a fuel gauge.  It’s the one dial that tells you if you’re going to make it to your next…

Today we start our two-part series on What type of buyer are you?  There is so much here that we don’t want to take any…

Managing an SMSF Australia now has close to 600,000 Self-Managed Super Funds (SMSFs). With member balances representing roughly 30% of the $2.3 trillion balance of…

In the past few years investors have poured billions of dollars globally into index funds. As an example, according to a New York Times article…

It has been a turbulent few weeks for Mortgage brokers in Australia. The handing down of Commissioner Haynes’ report resulting from the Royal Commission into…

The year was a challenging one for investors, with continuous volatility throughout the year. The roller coaster was fuelled, for the most part, by the…

We have found that one of the areas regularly overlooked by contractors is their Superannuation, specifically, that one of the primary attractions of Superannuation is…

Australians were conned out of more than $800,000 in November alone as a “tsunami” of scam phone calls threatened people with arrest if they did…

It’s not as easy as it once was to apply for an interest-only loan. Over the last couple of months lending for this type of…

Financial markets are currently experiencing a considerable amount of volatility, with Australian and International Shares losing ground, gaining ground then losing it again. These losses…

From 1 July 2017, new rules came into effect that prevent taxpayers claiming a deduction for expenses they incur travelling to and from their residential…

Traditionally, a finance application has been the tool used to determine if an individual is able to activate their prosperity through property. Qualifying for a…

As the bilateral trade war between the US and China heats up, we look at what this might mean to Australia who is caught between…

For a while now, the Australian Taxation Office (ATO) has been concerned about tax deductions individuals have been claiming for a whole host of expenses.…

Consumer anxiety has risen “sharply” in the second quarter of 2018 with the National Australia Bank’s latest consumer behaviour survey finding that anxiety had increased across…

Credit seems to be everywhere. Visit the local shopping centre and we will be enticed by interest-free terms on a new lounge, bed, TV, or…

The Australian Taxation Office is closely examining work-related clothing and laundry expense claims of taxpayers submitting their 2017-18 tax returns. The ATO says that clothing…

Purchasing a new car is one of life’s greatest joys.  That first drive from the dealership home, the first time your friends see you driving,…

MyConcierge recently featured an article titled Superannuation – Do you understand the small print?The team at Satori Advisory received several calls from contractors wishing to…

Company Tax change still in Limbo An issue that many Pty Ltd Contractors, business owners and investors will need to grapple with is uncertainty on…

Several non-bank lenders have announced pricing changes to come into effect over the coming month.  Putting the blame squarely on the increased cost of funding,…

The Royal Commission into the banking and finance industry commenced in 2018 and the ramifications are being felt across Australia.  Many Australians want answers about…

It may seem like it was only last month that you were collating receipts and preparing to lodge your Income tax return, and like many…

Lenders Mortgage Insurance (LMI) is generally required if you are borrowing 80% or more of the purchase price of a property.  LMI can be a…

From 1 July 2018, new laws come into effect allowing first home buyers to use their super to help buy a home, and at the…

In Australia, tax deductions are available for expenses incurred in producing assessable income. These are generally work-related deductions or investment related deductions. And, unlike some…

Australia’s Eastern seaboard has seen consistent price rises and market uplift for several years now.  Australia has a long history of DIY renovations and extensions…

In today’s fast moving superannuation environment, you may find yourself at a loss to understand the terminology and complexity of superannuation.   Many of us are…

Did a Kardashian really just wipe US $1.3bn off the share price of Snapchat? A tweet from Kylie Jenner saying “sooo does anyone else not…

A recent change to credit reporting in Australia has been the switch from negative to positive credit reporting – but what does that actually mean?…

At Satori Advisory we know how busy life can get at the beginning of the year. An overflowing inbox, school starting, and what appears to…

You may be one of the thousands of contractors that take advantage of the free or subsidised tax returns available to you as a Satori…

A formal pre-approval remains an essential step in purchasing a property. Its significance is in the comfort it provides you and your agent that a…

The tax law does not allow you to ‘flip’ a property tax-free even if you are living in it. Most people think that they can…

Cryptocurrencies, like Bitcoin, are independent and not regulated by any central authority. Until recently, these digital currencies were not treated in the same way as…

Fixed rate or Variable rate, it’s the one decision that causes more investor stress than any other. Just when you’ve spent months analysing the current…

If you are over 65, have held your home for 10 years or more and are looking to sell, from 1 July 2018 you might…

RP Data reports that if you are looking to buy your first home, now may be the best time to do so, certainly many thousands…

Our accountants are working ‘sun up to sun down’ processing Individual, Company and Trust Income tax returns.  Their key finding is all about EXPENSES. Do…

Military conflicts are nothing new, however recent tensions between Nth Korea and the USA have heightened fears of a share market shift. We have seen…

At Satori Advisory we are here to help you legally maximise your return while guiding you through the risk areas pertinent to your individual situation. Feel…

In recent times we have seen continued efforts by the Australian Prudential Regulation Authority targeted at lenders, specifically focussed on their approach to investment property…

Every so often the ATO sends a ‘shot across the bow’ warning taxpayers where their gaze is focussed. Last month in a speech to the…

We all know what it feels like to be in a comfort zone. Many of us live there, rarely pushing the boundaries and enjoying the…

Break the Law! Parkinson’s Law is the adage that “work expands so as to fill the time for its completion”. How can this concept have…

The Good, The Bad and The Ugly Deciding on whether to start a business or what investments to buy can be a challenging experience.  However,…

What am I getting myself into? A guide to Self-Managed Super Funds (SMSF) Setting up a SMSF can be a great way to take control of…

In the words of Scott Adams, the author and creator of Dilbert, “goals lock you into a mental model that can potentially set you up…

The 2016-17 Federal Budget is a budget of targets – broad targets to boost business and innovation, and the narrow revenue targets of the wealthy…

The First Step: deciding to engage a financial planner Congratulations on taking the first step in securing your financial future. Working with a financial planner…

TAX & ACCOUNTING Update: The following general information is provided by the tax and accounting team at Satori Advisory Pty Ltd. Franking credits were introduced…

With 2015 drawing to a close now is a good time to reflect on the year that was and consider what’s in store for 2016.…

Every day investment analysts use their education, experience and knowledge to produce research, reports and recommendations on what they believe the market will do in…