What is creditworthiness and why does it matter?
What is creditworthiness? It might be a bit of a mouthful, but the concept of creditworthiness is simple enough to understand. The term refers to
What is creditworthiness? It might be a bit of a mouthful, but the concept of creditworthiness is simple enough to understand. The term refers to
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or
Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different
If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed
Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so
Why invest in property? What makes this such a popular option? You can earn rental income plus benefit from capital growth. What’s different for investors
Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you
From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens
What is a salary sacrifice arrangement? Salary sacrifice is an agreement with your employer to contribute a certain amount of your pre-tax salary or potential
Lenders use your credit score (or credit rating) to decide whether to give you credit or lend you money. Knowing this can help you negotiate
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SA Wealth Management Pty Ltd ACN 149 628 222 ATF Katranis Family Trust ABN 29 809 576 590 trading as SA Wealth Management is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422 AFSL 525627.
SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services is a credit representative of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 with Australian Credit Licence 509484.
SA Wealth Property Services Pty Ltd ACN 656 180 782 as trustee for SA Wealth Property Trust ABN 21 688 258 815, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under the SA Wealth Group.
SA Tax and Accounting Services Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust ABN 45 967 852 423, is responsible for taxation and accounting services under the SA Wealth Group.
The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice.