Julia Newbould

Finance Writer & Speaker

Julia Newbould is a freelance writer and speaker. She was recently managing editor at Conexus Financial curating content for events for superannuation chief investment officers, and financial advisers and licensees. Prior to that she was managing editor of Money magazine. In 2020 she published her first book The Joy of Money, co-authored with financial adviser Kate McCallum. The Joy of Money won the Best Personal Finance and Investment book at the Australian Business Book Awards in 2020. It was also a runner up in the Health and Wellbeing category. Julia has more than 20 years’ finance journalism experience and was previously editor of Financial Planning and Super Review magazines at Reed Business Information; managing editor at InvestorInfo and managing editor at Morningstar Australia. Her passions lay between helping women gain greater equality in all areas of life and supporting financial literacy in all areas of society.

Articles by Julia Newbould

Julia Newbould

Making the most of a salary increase

It’s exciting to get a pay rise and when you’ve earned it you often feel like it’s a deserved reward to treat yourself with but used in the right way it can also help you build towards a more financially fulfilling future.

Paul Peng Yang CFP®

Why it’s important to set an investment philosophy before investing

Investing is a journey fraught with uncertainty, emotional ups and downs, and the allure of quick wins. Many investors, however, fail to achieve their financial goals because they lack a guiding framework. An investment philosophy serves as a compass, ensuring that decisions are aligned with well-defined principles rather than impulsive reactions to market noise.

Joel Carty CFP®

Tax-effective investing: strategies to grow your wealth while minimising tax

Investing isn’t just about growing wealth - it’s about doing so efficiently. In Australia, taxation plays a critical role in shaping investment returns, but with the right approach, investors can legally minimise tax and maximise gains.

Daniel Thompson

Tax tips for the end of financial year (EOFY)

As the end of the financial year (EOFY) approaches, it's a great time to review your finances and implement strategies to minimise your taxes. Whether you're an employee, investor, business owner, or planning for retirement, here are some key considerations to ensure you're making the most of available tax benefits.

Julia Newbould

Tax deductible donations – get the most out of giving back

Giving to charity can be a great way to help others and give your tax return a boost, but not all donations are tax deductible. Here’s what you need to know about making a tax deductible donation.

Joel Carty CFP®

Protecting your today and tomorrow – it’s not just about insurance

Personal risk mitigation is a cornerstone for ensuring long-term financial stability and security. For Australians, understanding and implementing effective risk management strategies is crucial to safeguarding their financial future.

Dominique Bergel-Grant

Confessions of a divorce financial planner

Divorce is a complex and uncertain process and, regardless of your motivations, it is not about winning or losing. It involves facing the often harsh reality that dreams of a future life imagined on your wedding day are now shattered. Often it is easy to get caught up in the “he said, she said” blame game.

Julia Newbould

What is a beneficiary and why you need one for your super

The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate to be beneficiaries in your Will. That is, your estate minus your superannuation – unless you have specifically nominated your estate to be the beneficiary of your superannuation.

Joel Carty CFP®

8 quick wins for managing debt

Julia Newbould & Kate McCallum

Insurance 101: what is it and why do we need it?

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