Financial Planning News and Insights

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…

With 30 June fast approaching, now is the time to make sure your tax planning is on track. A little proactive preparation now can go a long way – helping…

We’ve previously written about the government proposal to levy additional tax for those with $3M+ super balances, which had been awaiting parliamentary approval. With Labor winning a majority in the…

Getting into the property market today can feel like a significant challenge. House prices are rising faster than most of us can save in many cities and suburbs. However, with…

In Australia today, women are still retiring with around 30% less superannuation than their male counterparts. And while some positive systemic changes are taking place, such as the government introducing…

Financial Literacy for Kids Today’s youngest generation is often called ‘Generation Now’ because life is on-demand, from entertainment to information. While there are many advantages to the accessibility of just…

When reflecting each year on ANZAC Day, I am continuously amazed and inspired by the thousands of young Australians who answered the call to serve their nation and its allies…

Deemed disposal is a unique facet of the Australian tax system that treats your assets as disposed at their current market value when you become a non-resident for tax purposes,…