Financial Planning News and Insights

Media headlines are filled with talk of inflation, interest rates, global conflict and economic uncertainty. It’s only natural to feel uneasy, particularly if you’re approaching retirement. All the negative noise…

No one wants to think about the worst happening. But that’s exactly why having the right level of insurance – and reviewing it frequently – is so important. Yet, research…

If you ask most people what financial planning is for, the answer usually comes back to money – a better return, a higher balance, a stronger position. And yes, those…

The much-talked-about Treasury Laws Amendment Bill 2026 was passed by the federal government on 10 March 2026. This bill includes the Division 296 tax on superannuation balances above $3 million…

Self-managed super funds (SMSFs) often attract attention because they offer something many investors value: control. Instead of relying on a large super fund to make investment decisions on your behalf,…

It’s likely that your superannuation contributions vary from year to year. Maybe you’ve changed jobs, had a prosperous year in business or taken some time out of the workforce. Whatever…

When most people think about estate planning, they focus on their will. While a will is vital, it only becomes effective after you pass away. A power of attorney, however,…

Equities, bonds and cash have long formed the backbone of most investment portfolios. They are familiar, transparent and well understood. Yet in recent years, interest in alternative investments has grown…

The start of a new year is a natural time to pause, take stock and reset our intentions, not only for our personal goals but for our financial goals too….

There isn’t a part of our daily lives that isn’t touched by technology. We connect with friends online. We shop online. We learn and play online. We do our banking…

When you think about retirement planning, superannuation is naturally front of mind. But superannuation alone isn’t a retirement strategy. Beyond the basics of super, strategic decisions can have a significant…

After several years of strong market returns, investors are entering 2026 with a mix of confidence and caution. For investors, this is not a year for bold predictions or reactive…