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Making the most of your tax refund

How Australians choose to spend their tax refund can vary considerably. In this animation, we provide a number of helpful spending suggestions that could help you make the most of your tax refund.

What is a managed fund?

There are various investment methods available to help build and maintain wealth over the long-term. In this animation, we explore managed funds, how they work and the relative merits of investing in one.

Dave Allen's comedy sketch: £10 note stuck under car tyre

Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money.

Is money becoming an illusion?

Do you remember playing Monopoly as a child? If so, do you think the way you played may have changed if you’d used real money? In this video, we explore the importance of educating your children on the value of money from an early age especially given the emergence of 'tap & pay'.

IPA's View on the 2017 Budget

In this video, Institute of Public Accountants CEO Andrew Conway outlines the IPA's view on the major outcomes of the 2017-18 Federal Budget.

Sandra Sully's Budget Overview

In this video, Sandra Sully and Hugh Riminton discuss several of the proposed measures within the 2017-18 Federal Budget.

What is negative gearing?

Negative gearing is a wealth accumulation strategy that often also aims to minimise tax. In this animation, we demonstrate what negative gearing is and several of the important considerations around utilising this strategy for wealth creation.

What is an Annuity?

When planning for the income needed in retirement, there are many strategies that you can consider. One option available, depending on your circumstances, is an annuity. We explore a number of considerations when it comes to utilising an annuity in your overall plan.

President-elect Trump: What should you do?

In light of Donald Trump’s recent victory in the U.S. election, this short video by a respected research house provides information on President-elect Donald Trump’s initial impact on the economic market as well as potential short, medium, and long-term considerations for investors. 

Look beyond borders: 4 minutes experiment

“Empathy is the faculty to resonate with the feelings of others. When we meet someone, who is joyful, we smile. When we witness someone in pain, we suffer in resonance with his or her suffering” (Matthieu Ricard). In this video, two people connect over their different walks of life.

Building your team: Financial adviser

Synergy refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team, and then directing them towards a specific goal or objective, can help you reach financial empowerment.

Mr. Bean: Eating competition

Are you currently trying to keep up with the Joneses? In life, everyone has their own financial journey so instead of worrying about what others are doing or how much they appear to have, it is important to stay focused on your own financial goals and objectives.

Give yourself a pep talk

Life is full of long and windy turns, obstacles and tough decisions. Taking the ‘road less travelled’, towards building personal wealth, begins with believing in ourselves. Watch this funny video for your guide on giving yourself a pep talk today.

Inside the mind of a master procrastinator

Do you sometimes get side-tracked when on the path to completing a personal or work task before its deadline? For some people procrastination can also play a part in how they approach their personal finances. We hope you enjoy this funny and insightful talk.

Liquidity - What does it really mean?

Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market to meet a sudden demand? The effort it takes to convert an asset into cash can vary widely.

Money Personality and spending habits

Why do you manage your money the way you do? You might be surprised to know that we all have a money personality which influences our behaviour and decisions and ultimately our success with money, see our latest animation.

Getting rich from property

It's safe, low risk, guaranteed rent, big returns. You go along just to find out more, it looks good, it feels good, you get excited and you don't want to miss out. Some food for thought before you sign on the dotted line and hand over your hard earned savings.

What happens when you reply to spam email

Suspicious emails: unclaimed insurance bonds, diamond-encrusted safe deposit boxes, close friends marooned in a foreign country. They pop up in our inboxes, and standard procedure is to delete on sight. But what happens when you reply?

The IPA's view on the 2016 Australian Federal Budget

Institute of Public Accountants General Manager Technical Policy, Tony Greco outlines the IPA's view on the 2016 Australian Federal Budget.

Scott Morrison talks to ABC's 7.30

In this video Leigh Sales challenges Scott Morrison. Mr Morrison discusses the current deficit and what their plan is for the future economic growth for Australia.

Decoy - A portrait session with a twist.

Ever wondered just how much your perspective influences an outcome? Have a look at this experiment where six people photograph the same man and produce very different results

Healthy Financial Habits for 2016

Time for a health check on your financial habits? Check out our video on what makes for healthy financial habits for a positive start to the new year. 

Risk and Investment

Depending on how you look at it, investment risk can mean different things to different people. And there are many ways in which people put their financial position at risk without realizing. Check out our animation and see how this might apply to you and what you can do to manage your risks.

Asset Allocation Animation

Asset Allocation is important when it comes to investing. So what is Asset Allocation and how does it work? What are the important concepts to consider with Asset Allocation?

Good Vs Bad Investor Behaviour

Did you know that one of the biggest drivers for the performance of investments can often be due to the good or bad behaviour of an investor.

Beyond Surface Level

The analogies “smoke and mirrors” and “if it sounds too good to be true” come to mind in this funny video. Showing that you can turn nothing into something, quite convincingly if you know how. 

Dollar Cost Averaging Animation

Many of us already have a dollar cost averaging strategy in place without even realising it. In this animation we explore the concept of dollar cost averaging and how this strategy works.

Sources of Income in Retirement

Where is your income going to come from when you retire? This animation takes a quick look at a typical retiree’s sources of income in retirement.

Shares, Income & Capital Growth

Why do people invest in shares? This video explains the types of returns generated by investment in Australian shares.

The Time Value of Money

A video that explains the math behind interest rates and how to calculate the future value of your money.

Age Pension

There are many rules and regulations when it comes to working out whether you qualify for an Age Pension. This short animation explains some of them.

The Big Mac Index

Did you know that the Big Mac is used in economics as a tool to gauge currency values? Referred to as the Big Mac Index, this video looks into “Burgernomics”.

Is winning lotto really the jackpot?

For many of us, winning the lotto would be a dream come true. But in reality, coping with a financial windfall may not be the jackpot that it’s cracked up to be!

Jimmy Kimmel Asks Kids Who's The Richest Person In The World

This video asks kids how much they think top basketball stars make each year. Although funny, it highlights how foreign the concept of money can be and the importance of educating our younger generation on money matters.

Insider secrets to making things tick

In this video Ashton Kutcher talks about keeping your career going - making your own luck, being smart/thoughtful/generous and living life.

Things to think about when Buying a Home

Purchasing a home can be an overwhelming process. There a quite a few things to consider and costs to account for. It therefore makes sense to take your time, do your research and make sure that you are paying the right price for the right property. 

Ever been left with a sour taste?

Has an investment scam ever left a sour taste in your mouth? The scams that top the list are Lotteries, pyramid schemes and phishing attacks. So we all need to be alert. 800,000 Australians fall victim to scams each year.

Investment Scam

6 millon people are exposed and 800,000 fell victim and lost almost $1billon via scams and fraud. Are you part of this statistic? Given that many of the scams originate outside Australia, it pays to be vigilant. This video explores Investment Scams.

Beauty is in the Eye of the Beholder

It’s interesting to see how people make different observations and conclusions based on a surface review. Sometimes a deeper review can provide a more accurate understanding of what is going on.

What Pink Elephant?

Practical jokes are a great tonic to the seriousness that can swarm around us; however, money, finance, returns and taxation aren’t typically treated lightly, and rightly so, it is important to make the most of the money you earn and have accumulated.

A very entertaining reminder of the basics

Getting clear on what you want and staying focused on the steps needed to achieve your goals can be easier said than done, particularly given the amount of noise in our technologically rich society these days.

Is this risky?

While flying is no doubt a risky activity, the risk can be reduced by the flyer having the appropriate competence and emotional confidence.

Saving for a holiday or an experience?

Watching this video can give you a taste of the travel bug – is there anywhere you want to go? Sometimes we get stuck in the mundane and ‘rut’ of life. Life is about experience, sharing fun times and living each day.

Can't stop the music

Like the evolution of music and dance, personal finance and world markets will continue to evolve and change. What’s more important than worrying about the change is ensuring your fundamentals are working for you.

Getting the best directions

A very funny video that reminds us that while giving directions to another can be a nice thing to do, sometimes we can end up red faced if we don’t know what we are talking about, or if someone misinterprets what we suggest.

The Joy of Books

There is a saying that rich men have big library’s and small TV’s. We are not claiming this to be categorically true, however, it is important to recognise that what we choose to learn and understand is a predictor of what our future holds.

Burning Money!

In this somewhat corny video the scientist reveals the hidden factor within the fire that saves the handkerchief and the $100 note.

The rhythm of money

The more your financial arrangements are in rhythm the easier it is to plan.

Couples Finances

Here are a few things to consider, and to do, which may just keep the peace around your finances.

Good Bye 2011 - Year in Review

Time flies by so quickly. Take a moment to watch some of the major events of 2011.

Entertaining Brain Hack

Bobby McFerrin hacks your brain while teaching us about how we react to the unexpected.

Today is a gift

Master Oogway points out one of life's gifts, but what about the others.

Warren Buffett speaks on investing

Warren Buffett shares some of the principles that have worked for him over the years.

Creative accounting

Whether you’re into your numbers or not, you’ll get a laugh out of this short and quick look at creative accounting.

Compounding in Social Media

Whether or not you're a fan of Social Media, it's fascinating to see the compounding growth.

A Funny Look at Discipline

No discipline? Credit cards are a bit like having a time out, without sitting in the corner.

A ripple can become a big wave over time

This analogy applies to much more than waves in the ocean.

Global health and wealth

A fascinating video showing change in health and wealth across generations and the world!

Mum's life

A very clever video by a Mum who clearly knows the demands on being a Mum.

Dad's Life

A funny video for the Dad's who are moving through the midstream of life.

Derek Sivers: Keep your goals to yourself

After hitting on a brilliant new life plan, our first instinct is to tell someone, but Derek Sivers says it's better to keep goals secret.

Premature celebration

Was that a sunburnt face or just embarassment?

Kid demonstrates outcome of overconfidence

Being confident is only useful when it aligns to reality.

Leadership Lessons from Dancing Guy

A light-hearted look at an example of Leadership and the 'Second Follower'.

The Crisis of Credit Visualized - Part 2

This follows on from Part 1. The Short and Simple Story of the Credit Crisis.

The Crisis of Credit Visualized - Part 1

The Short and Simple Story of the Credit Crisis (Part 1).

How the Markets Work

This is a short video presentation on how the financial markets work.

Longboarding: Let Go

Kyle Chin skates from top to bottom down a beautiful hill in Outerspace.

Bird and Fortune - Subprime Crisis

Describing the mindset of the investment banking community in the GFC in this satirical interview.

Guy Kawasaki - Do not write a mission statement, write a mantra

Guy explains that you don’t need a big fancy mission statement.

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