2025 End of Financial Year Tax Planning

2025 End of Financial Year Tax Planning

As the end of the 2025 financial year draws closer, now is the perfect time to start thinking about ways to potentially reduce your taxes and implementing year-end tax planning strategies. We have put together a list of items worth considering and taking advantage of...
Protecting Your Superannuation Account

Protecting Your Superannuation Account

With the recent activity of cyber attacks targeting several major Australian superannuation funds, it is an important time now to review your financial security to protect your super account and personal data. Below is a list of steps we recommend you take to protect...
Lost or unclaimed super

Lost or unclaimed super

‘Lost’ super is money held by superfunds where the member is either: uncontactable – you’ve changed your name, address or job, and your superfund loses contact with you, and your account hasn’t received a contribution or rollover for 12 months...
Insurance planning for life’s unexpected events

Insurance planning for life’s unexpected events

Life can be unpredictable and sometimes unexpected events may lead to financial loss or hardship. This could include things like an injury or illness preventing you from returning to work, your home destroyed in a fire or the unfortunate passing of your spouse leaving...
2024 end of financial year tax planning

2024 end of financial year tax planning

As the end of the 2024 financial year draws closer, now is the perfect time to start thinking about ways to potentially reduce your taxes and implementing year-end tax planning strategies. We have put together a list of items worthwhile considering and taking...
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