F I N A N C E F O C U S

Welcome to our August newsletter

National property values have risen for six consecutive months, while the cash rate has dropped to 3.6 per cent – its lowest since April 2023. As many of Australians start completing their FY25 tax returns, we share some tax tips!

We have also had our co-founder and financial adviser, Sam Robinson, shortlisted in the FSPower50 Awards and our associate adviser, Matt Kanizay, nominated as a finalist in the Activam Impact Awards - click below to vote!

Redraw vs offset: what first-home buyers should know

How to do a Tax Return in Australia

Doing your tax return might feel like navigating a maze, but it doesn’t have to be overwhelming. A tax return is an essential process for reporting your income to the Australian Taxation Office (ATO) and ensuring you’ve paid the correct amount of tax for the year.

Awards Time!

Congratulations to our co-founder and financial adviser, Sam Robinson, shortlisted in the FSPower50 Awards and our associate adviser, Matt Kanizay, nominated as a finalist in the Activam Impact 'Rising Star' Awards - click below to vote!

Click here to vote for Sam

Click here to vote for Matt

Redraw vs offset: what first-home buyers should know

If you’re buying your first home, understanding the difference between a redraw facility and an offset account can help you manage your loan more effectively. We break down how each works so you can choose the option that fits your needs and goals.

To save or to invest?

Pursue Wealth co-founder and financial adviser, Sam Robinson, provides the Australian Financial Review with some insight into the benefits of investing, and how having your savings in the bank may actually be reducing your overall financial position.

Buying beyond your backyard – a practical guide to investing interstate

From more affordable price points to higher rental yields, buying an investment property interstate can open up fresh opportunities. Here are seven practical tips to consider if you're thinking of taking that next step.

Is now the time to refinance your home loan?

With inflation easing and the RBA cutting the cash rate three times this year, lenders are sharpening their offers to attract borrowers. Refinancing could help you access competitive rates or features that align with your financial goals. Here are a few points to consider before making a move.

Josh Wingrove
Ground Floor, 101 Moray Street | South Melbourne VIC 3205
t. 0396 861 784
e. josh@pursuewealth.com.au
w. www.pursuewealth.com.au

Pursue Property Pty Ltd Credit Representative 495201 is authorised under Australian Credit Licence Number: 389328 | ABN: 28616759034

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