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Dec 13, 2024
Will I pay more for Aged Care under the new rules?
New changes to aged care fees are coming from 1 July 2025, and they will impact both home care and residential care. After a long wait...
Dec 13, 2024
Are your needs “Complex”?
So, you thought your financial plan would be straightforward—but then your adviser says, “You’re complex,” and you’re left wondering,...
Dec 13, 2024
Life Milestones and What They Mean for Your Financial Future
Milestones aren’t just about celebrating life’s big moments—they’re also important when it comes to financial planning. To help you make...
Sep 25, 2024
Share Market Myth Busters
The share market can be a confusing place, filled with misinformation. Let’s take a moment to debunk some common share market myths to...
Sep 25, 2024
Aged Care – are you prepared?
No one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. This year, I...
Sep 25, 2024
Boosting Your Spouse’s Superannuation: A Smart Move for Retirement
Adding to your spouse’s superannuation account is a great way to grow your shared retirement savings. In some situations, it can also...
Jul 5, 2024
Meeting the Retirement Condition of Release
The retirement condition of release allows members to gain unrestricted access to their superannuation and to convert transition to...
Jul 4, 2024
Should I wind up my SMSF?
There are a lot of reasons why trustees might choose to wind-up their SMSF from performance to a change in circumstances. We look at the...
Apr 1, 2024
6 Common mistakes professionals make when it comes to financial planning
Professional services are highly respected careers and generally well recognised for earning high incomes. What is less talked about is...
Mar 3, 2024
Leave Entitlements Upon Retirement
Retirement is a big milestone in the journey of life and comes with many decisions to be made. Planning ahead can ensure you make the...
Mar 3, 2024
Collaboration in your estate plan
When it comes to preparing your estate plan, most of you are aware to seek the advice of a legal specialist (those of you who think a...
Dec 8, 2023
Twelve financial gifts for Christmas
‘Tis the season to be giving so here are my financial gifts to see you thrive in 2024: Day 1 Set your financial goals for 2024 (don’t...
Dec 8, 2023
Has inflation reached its peak?
Inflation has remained higher for longer than predicted to the point where the phrase has become a mantra of the Reserve Bank of...
Dec 8, 2023
Vale Charlie Munger
In investment circles arguably two of the most prominent names are Warren Buffet and his Vice Chairman Charlie Munger, of Berkshire...
Oct 30, 2023
What is Debt Recycling
Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while...
Oct 27, 2023
Don't do a budget
Wait…what? Don’t you always tell us to do a Budget? Yes I do BUT, don’t do a budget if you are never going to look at. It’s useless....
Oct 17, 2023
The outlook for oil
This is an important issue at present, given resilient inflation and geopolitical issues. We have “borrowed” this article to share with...
Aug 3, 2023
The challenge of spending in retirement
It might come as a surprise to learn that many retirees are afraid of spending their money in retirement. Modelling how much a client...
Aug 3, 2023
Self Managed Super Fund Updates
For those of you who have a Self Managed Super fund, as trustees you should be aware of some recent changes effective from 1 July 2023....
Aug 3, 2023
The New Tax on Super Earnings
How will the proposed 30% tax on super earnings above $3m work? From 1 July 2025, a proposed new tax will apply to future earnings on...
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