Financial Planning News and Insights

Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of Australians are expecting an inheritance and they intend to spend some or all of it to purchase property or pay off existing debt.

In a significant overhaul aimed at redefining aged care in Australia, the Aged Care Act 2024 introduced sweeping reforms on 1 November 2025. This landmark legislation promises a future where…

The first week of September marks Include a Charity Week, an initiative to raise awareness of charitable gifts in wills. It’s the perfect time to explore how bequests can make…

Working overseas may offer exciting lifestyle and career opportunities, but it also brings a complex range of tax considerations. Understanding tax obligations for an Australian working overseas is critical to…

For UK expats living in Australia, estate planning can be a complex proposition. It means navigating two tax regimes, two sets of legal systems and the nuances of cross-border asset…

Whether you’re relocating, retiring or investing across borders, navigating the tax systems in both Australia and the United States can be rather complex.   The differences are significant, and without…

Estate planning is always important. It’s about ensuring your intentions are clear and your loved ones are protected. When you’re living abroad, estate planning becomes more complex, but also even…

The recent cyberattacks on major Australian superannuation funds, which compromised member accounts and led to the theft of hundreds of thousands of dollars, are a harsh reminder that our digital…

With property prices soaring, the notion of home ownership is fast slipping from the grasp of young Australians. Where are they turning? The trusty ‘Bank of Mum and Dad’. It’s…

As we enter the 2025/26 financial year, superannuation remains one of the most powerful and tax-effective ways to build long-term wealth in Australia. The start of a new tax year…

Relocating overseas can open the door to exciting new opportunities personally, professionally and, of course, financially. But before you book your one-way ticket, it’s important to think beyond the logistics…

Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…