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Catch-Up Contributions: Maximizing Your Superannuation
We know superannuation can be complex, but there are some amazing benefits and features available to take advantage of. Did you know...
Mar 23


What You Should Know Before Starting a Self-Managed Super Fund (SMSF)
Thinking about taking control of your retirement savings with a Self-Managed Super Fund (SMSF)? Here's a comprehensive guide to help you...
Mar 23


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...
Dec 13, 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...
Sep 25, 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 5, 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...
Jul 4, 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...
Apr 1, 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...
Mar 3, 2024


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


Vale Charlie Munger
In investment circles arguably two of the most prominent names are Warren Buffet and his Vice Chairman Charlie Munger, of Berkshire...
Dec 8, 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 30, 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...
Aug 3, 2023


Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
Jul 28, 2023


Understanding Super Contributions
Superannuation can be boring and complex but it is one of my all time favourite topics (yes I know, I need to get a life!!). And whilst...
Feb 15, 2023


4 considerations when switching your super
I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...
Feb 15, 2023
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