Smart Money Weekly; Investing for kids, rich in your 30’s, make first home buying easy, & feeling dumb w. money
Hey,
Happy Sunday,
Check out our top money tips of the week here.?
Tax hack of the week
Claiming tax deductions without receipts: If you want to get as much tax back as you’re entitled to this EOFY you need to understand all the tax rules and how to use them to your advantage. In this piece I cover a little known tax hack that can increase your tax refund.
Investing hack of the week
How to invest for your kids: How to get started investing for your kids to help them build another income stream for the future.
Saving tip of the week
In your 30's and want to be rich? When you’ve got a lot of time on your side, anything is possible - but if you’re just starting out with building wealth it can be hard to figure out the best next step. Here I cover how to get started investing in your 30’s to set up your future.
Property tip of the week
Buying your first property is simple: There’s a lot of talk about how hard it is to buy your first home - BUT A LOT OF IT IS WRONG - I cover what you really need to know to get on the property ladder faster.
Client story of the week
Mid 30’s, income $425k, saving $8k/m, assets $875k: How this couple created a 12 month wealth uplift of $85k by investing through a trust.
Money hack of the week
Why people feel dumb about money: It’s easy to fall into the trap of thinking you need to be a money expert to get ahead investing and building wealth, but you don’t.
Upcoming events:
Free online money education to help you invest smarter and create a life not limited by money:
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Podcast drop
Learn the tips, hacks, and strategies to help you level up your money game. Pods released last week:
In the News
‘Single biggest opportunity’ to pay less tax: Fall into this common cash trap and you’ll be costing yourself money this year – and every year into the future as well.
To your success,
Ben
PS – Whenever you’re ready, I want to help get more money in the best way for YOU. There are six ways we can do this together:
1. BOOK >> Replace Your Salary by Investing: Your start-to-finish game plan to save more, invest smarter, and maximise your money. Get it on Amazon | Booktopia
2. Smart Money Accelerator: Our money coaching and training service that helps you build a second income investing faster and unlock your financial potential. Join here
3. Personalised financial advice: If you want a customised plan to get more out of the money you have today AND the support to rapidly turn it into results, 1-1 advice might be for you. Book a call to learn how this can help you here.?
4. Live online events: We put on free money education events to help you level up your money. Upcoming events here.
5. The Mo Money Podcast: Free money education delivered weekly on what’s happening in markets and the things you need to know to make smarter money moves. Listen on Apple | Spotify | Stitcher | Podbean
6. Free money education on our socials: We put out daily content to help you level up your money game, get around it on TikTok | Linkedin | Youtube | Facebook | Instagram
Disclaimer: The information in this note is not personal advice, a guaranteed pathway to that elusive beach bod, or the lost script of Edna St. Vincent Millay's Pulitzer Prize-winning Conversation at Midnight. This is just a bulk communication pushed out into the internet, and it doesn't even have your name on it. Your personal situation, needs & objectives, and financial situation have not been considered in putting this together - nor have we considered your dietary preferences, the way you like your hair cut, or your favourite travel destination - but we have spent a lot of time thinking about the future of urban society, whether there is other intelligent life in the solar system, and the pervasion of soy and linseed bread in Australian metropolitan hubs. You should consider the appropriateness of any general advice in relation to your own objectives, financial situation and needs and seek advice before taking any action. You should also consider using a variety of eau de toilette fragrances to keep your partner interested and colleagues on side, not using plastic straws, and minimising your screen time. Where information relates to a financial product, you should read and understand the relevant product disclosure statement. Where information relates to your own potential for awesomeness, you should consider backing yourself totally and completely. Past performance is definitely not an indicator of future performance when it comes to investments and financial products, as well as the likelihood of your children sitting still and quiet for an hour being satisfied playing with a used piece of wrapping paper. Financial services guide.