Get Prepared for 30 June
Tax time is just around the corner, making now the ideal time to get organised and stay ahead. Taking a proactive approach before 30 June gives you the opportunity to understand what strategies may be available to you, ensure everything is in order, and maximise your position ahead of year-end. ...
EOFY Planning for Investors
As the end of financial year (EOFY) approaches, investors often focus on topping up superannuation, maximising deductions, prepaying interest, or reviewing portfolios. While these are all valuable activities, here are five areas that investors can often miss in EOFY planning. Click here to read more.
The Silent Partner in Your Wealth Plan
When you think about building wealth you may picture investments, property and superannuation. But there’s another critical element: insurance. It’s the silent partner in your financial strategy, quietly working behind the scenes to protect everything you’ve built. Click here to read more.
Super Tax Shake Up
Superannuation tax rules are changing again and there are implications for those with very large balances as well as those on lower incomes. The new super tax rules will begin on 1 July 2026 and will be based on your total super balance as at 30 June 2027. Click here to read more.
Strategies for an Unexpected Retirement
The best time to start planning for retirement is yesterday. But the second-best time? Today. Whether you’re in your 50s, 60s, or even beyond, it’s never too late to take meaningful steps toward a more secure and fulfilling retirement. Click here to read more.
Planning is Key as SMSFs Enter New Phase
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. Recent data suggests the sector is undergoing a quiet transformation. Click here to read more.
Smart Moves Before the Financial Year Ends
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the new financial year. Click here to read more.
Turbocharge your super before 30 June
More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include saving money and paying down debts, the months leading up to 30 June provide an opportunity to review your super balance to look at ways to ...
Navigating Turbulent Times in the Share Market
During share market volatility, it can be difficult to decide whether to buy, sell or simply do nothing. Read on to see why holding steady during turbulent times and riding out the waves could be one of the best investment decisions you make. Click here to read more.
Super vs Property. What Works for Retirement Income?
There is no debate that Australians love investing in property as an option for providing retirement income. While a sizeable property portfolio could deliver rental income to equal a super pension, it might mean missing out on some useful benefits. Click here to read more.