Retirement
Budget time is review time: why professional advice matters
14 May
The Federal Budget is more than a political announcement. For many Australians, it is an important reminder to stop, review and ask a simple question: are my financial, lifestyle and tax strategies still working in my favour? Budget changes can...[Read More]
Making the most of salary sacrifice: A smarter way to build your super
23 April
When it comes to building long-term wealth for retirement, one strategy that often gets mentioned—but not always fully understood—is salary sacrificing into superannuation. While it may sound complex, the concept is relatively...[Read More]
Key ways to invest through an SMSF
30 April
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Working with an estate planning lawyer: What to expect and how to prepare
30 April
Estate planning is one of those important life tasks that many people put off because it feels confronting, complicated or “something for later”. But a well-prepared estate plan is not really about death; it is about care, clarity and reducing...[Read More]
Key points to consider to help you in your decision to move your loved one to aged care
30 April
Caring for someone in an aged care home can be a challenging and emotional experience, but it’s important to remember that you still have an essential role to play in supporting your loved one’s care. Here are some key points to consider to help...[Read More]
Understanding intergenerational wealth
23 April
Intergenerational wealth refers to the financial assets, investments, and valuable resources passed from one generation to the next. This can include property, shares, superannuation, savings, family businesses, or even sentimental assets such as...[Read More]
Showers free in aged care reform as health rebate cut
22 April
Private health insurance rebates will be slashed for older Australians to fund essential home care services such as showering and dressing support. The federal government has backed down on a requirement that people receiving aged care support pay...[Read More]
Riding the waves: Understanding market volatility and the importance of advice
16 April
Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]
‘Don’t panic’: cash isn’t king when it comes to super
16 April
Ups and downs are a part of life and especially when it comes to your superannuation pool. The past month has seen heightened volatility in financial markets, where much of Australians’ super is invested. Some have seen their funds drop thousands...[Read More]
The super cash switch and what’s to consider.
16 April
Financial markets have see-sawed over the past month since the war in the Middle East began, impacting the balances of superannuation accounts. If this is causing stress, here are four things you can do: * Stay focused on the longer term – market...[Read More]
The power of superannuation, compounding, and staying the course
9 April
Superannuation is one of the most powerful long-term wealth-building tools available to Australians. Yet, despite its importance, it’s often misunderstood—particularly during periods of market volatility when balances fluctuate and confidence...[Read More]