What we know so far about the looming social media ban

22 October

Parents, teenagers and educators have the next two months to prepare for the upcoming social media ban. Here’s what we know so far: * Australia’s world-leading under-16s social media ban comes into force on December 10 * Approximately 1.5...[Read More]

Peanut butter loving babies are licking allergies

22 October

A decade after a landmark study proved that feeding peanut products to young babies could prevent them developing life-threatening allergies, it’s making a big difference in the real world. About 60,000 children have avoided developing peanut...[Read More]

The rule of seven: An investor’s compass

16 October

James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]

Nearing retirement: Ten steps to take before you leave work

16 October

Retirement isn’t just about finishing a career — it’s about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear.  You’ve 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]

Tips for communicating with elderly family members

16 October

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

Treasurer defends $4b hit from super tax backdown

16 October

A $4 billion budget hole created by an overhaul of the government’s 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]

Young Aussie workers fear AI but use it to get ahead

15 October

Almost three in four young Australian workers, particularly those employed in the finance sector, worry artificial intelligence technology will shrink their job prospects, a study has revealed. But most working members of Generation Z are not...[Read More]

We all want to pay less tax — but what does “Tax Minimisation” really mean?

9 October

It’s no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But there’s a big difference between smart tax planning and simply trying to avoid tax.  The key term to know is tax minimisation — the legal and...[Read More]

What to talk to kids about when starting a new job

9 October

Getting your first job is an exciting and stressful time. Kids don’t always know what to do or how to act. Giving them some advice can help them get off to a good start.  Explain that they’ve already gotten through the hard part. They made it...[Read More]

Super fund members cautioned against switching

9 October

One of Australia’s 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]

Client Summary September 2025

1 October

Client Summary September 2025

The top 5 goals of retirees – and why good advice makes all the difference

2 October

Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next?  While the answers vary from person to person, there are five...[Read More]

Helping kids with managing living expenses before becoming independent

2 October

There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]

Living a life without regrets

18 September

Over nine decades, valuable lessons that offer guidance for living a life with minimal regrets have been learned. These insights emphasise embracing life’s imperfections, staying true to oneself, and finding joy in everyday moments. One core...[Read More]