Finance
A generational guide to minimising tax throughout life
13 November
Tax isnât just a yearly chore â itâs a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being. Each stage of life presents...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist
13 November
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
From conversation to collaboration: How your relationship with a financial planner evolves
6 November
Financial planning is more than numbers, spreadsheets, and investment returns â itâs about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]
Superannuation: teaching the next generation to value their future wealth
6 November
Superannuation is one of the most powerful tools Australians have to build long-term financial security. Yet, for many young people, it remains out of sight and out of mind. They may see it as something for âfuture themâ to worry about â a...[Read More]
Review your superannuation and insurance before the new year
23 October
Start 2026 with financial clarity and confidence As the year draws to a close, many of us begin thinking about new year resolutions â getting fit, saving more, or making better lifestyle choices. But before you launch into your 2026 goals,...[Read More]
Nearing retirement: Ten steps to take before you leave work
16 October
Retirement isnât just about finishing a career â itâs about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear. Youâve spent decades working, problem-solving,...[Read More]
One of the most essential steps in future planning is writing a will
16 October
As we journey through life, planning for the future becomes increasingly important. Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]
Treasurer defends $4b hit from super tax backdown
16 October
A $4 billion budget hole created by an overhaul of the governmentâs contentious super tax policy will be filled using other measures, the treasurer says. Labor is defending major changes to its planned superannuation tax hike, which will see the...[Read More]
We all want to pay less tax â but what does âTax Minimisationâ really mean?
9 October
Itâs no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But thereâs a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation â the legal and...[Read More]
Super fund members cautioned against switching
9 October
One of Australiaâs top superannuation fund providers is cautioning against making knee-jerk investment decisions during volatile times. HESTA said it saw an uptick in investment switching during the market pullback in early April, which was...[Read More]
Helping kids with managing living expenses before becoming independent
2 October
Thereâs a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief â and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your childâs teenage years or...[Read More]
Caution urged on supposedly âbalancedâ super funds
2 October
Some superannuation fundsâ âbalancedâ options have become heavily overweight riskier âgrowthâ assets, a financial planner warns. Alex Jamieson, founder of Melbourne-based AJ Financial Planning, says super fund providers have an incentive...[Read More]
Achieving your big picture with the guidance of a financial adviser
25 September
From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional âAustralian Dreamâ â owning a home, raising a family, and enjoying a secure future. Others may picture a...[Read More]
Half of Australians anxious about retirement savings
25 September
Half of all Australians donât feel particularly confident about their retirement finances and almost as many donât have a post-work financial plan, three new reports show. Just 50 per cent of 2000 Australians surveyed in July said they felt...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assetsâitâs about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]