Smart Tax Tips to Prepare for Financial Year End 2024/25
Andrew Dunbar
Jun 03, 2025
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…
Proposed changes to superannuation taxes before Parliament
Andrew Dunbar
May 20, 2025
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…
Closing the retirement savings gap for women
Tracey Pace
May 09, 2025
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…
Is a transition to retirement strategy right for me?
Andrew Dunbar
Mar 05, 2025
What is a transition to retirement strategy? A transition to retirement strategy (TTR) is a stepping stone to retirement that allows you to reduce your work hours and supplement your…
How do I transfer my UK pension to Australia?
Toby Simpson
Feb 20, 2025
Relocating from the UK to Australia presents an exciting new chapter full of opportunities. However, it also brings a set of financial considerations, especially regarding retirement planning and pension transfers….
The path to financial freedom
Andrew Dunbar
Feb 10, 2025
As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…
Navigating healthcare costs in retirement
Andrew Dunbar
Jan 09, 2025
Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
Ask an Adviser: How much do I need to retire?
Andrew Dunbar
Sep 24, 2024
How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely unique. Here, we talk to…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
Worried about how much you will need to retire? Five steps to increase your peace of mind
Andrew Dunbar
Apr 05, 2023
Semi-retirees worry about money more than most. In fact, as many as 1 in 5 Australians worry on a daily basis that they won’t have enough to retire. And it’s…
Retirement planning in a COVID world
Andrew Dunbar
Oct 20, 2021
There is no denying that our world has changed over the past 18+ months and many of these changes are likely to be enduring. The COVID-19 pandemic has touched almost…
