Budget 2025: Key Takeouts
Treasurer Dr Jim Chalmers delivered his fourth Budget this year with an eye firmly fixed on an approaching election. After two years of surpluses, Australia is heading back into deficit, with billions in red ink forecast ahead. But what does it mean for your taxes, business, and superannuation? And…
Fundamentals of Investing in Shares
Have you thought about investing in shares but you’re unsure whether it’s the right investment? Or, perhaps you simply confused with how to do so. Chris Waples and Chris Zucker of Bartons offer an overview of share investments, which historically provide higher long-term returns compared to other a…
First Home Super Saver Scheme: A Smart Way to Save for Your First Home?
It’s tougher now than ever for younger Australians to get their foot in the property market. To help those looking to purchase their first home, the government has introduced the First Home Super Saver (FHSS) Scheme, which allows those eligible to make personal voluntary contributions into their su…
Property Foundations for Medical Interns: Q&A with Dr Isobel Marshall (Part 2)
Like many doctors early in their careers, Dr Isobel Marshall is navigating the financial landscape to secure a stable future. Last episode, she asked a range of common financial questions to Bartons’ Director, Adam McCann and Financial Advisor, Teagan Loveridge. This week, she focuses her queries …
Financial Foundations for Medical Interns: Q&A with Dr Isobel Marshall (Part 1)
Starting a career often brings financial questions, especially for medical professionals with limited financial literacy. In this episode, we address some of the more common money issues junior doctors are thinking about. Dr Isobel Marshall, a former Young Australian of the Year, is starting her in…
Tax Deductions – Facts & Myths for Medical Professionals
The team at Bartons are often approached with common (and sometimes uncommon) tax-related questions that arise from high-income clients, especially medical professionals. Madison Vizzari, Assistant Manager in Bartons’ Accounting Team, and Matt Baczyk, Bartons’ Senior Manager, discuss some of the fr…
Helping your Children to buy their First Home
With housing prices at historic levels and interest rates stubbornly high, it’s become increasingly difficult for young people to get their toe into the housing market. Is it worth their parents putting their hands in their pockets to help out? Bartons Director Adam McCann explores the issue with M…
Key Considerations for Buying a Holiday Home
Many people dream of owning a weekend getaway, often by the sea or in the countryside, once they have secured their finances and have surplus income. When buying a lifestyle property, it is crucial to balance emotional desires with practical considerations. That’s according to Bartons Managing Dir…
Novated leases for vehicles – are they worth it?
Medical professionals who are considering a novated lease for a vehicle because of its flexibility and tax benefits, need to be aware of the potential drawbacks they could bring. Adam McCann, Director at Bartons, and Matt Baczyk, Chartered Accountant and Senior Manager, explore the finer details a…
Investment Property versus Owner Occupier (Rentvesting)
The price of property, particularly in the capital cities, has made it increasingly tough for first home buyers to get their foot in the door. An alternative to purchasing a property to live in is buying an investment property. To discuss the alternative is Bartons’ Director Adam McCann and Oper…