News
Paying to set up an SMSF. Who can cover the costs?
A Self-Managed Super Fund (SMSF) costs money before it has any of its own. For starters, you will need a trust deed, possibly a company to register, and advice along the way. So, who pays the...
Helping your children without compromising your retirement
Pre-retirees and retirees often want to help their children get ahead, but they also need confidence that their own retirement lifestyle, healthcare needs and future aged care costs won't be...
AI in financial services: useful tool or risky shortcut
Artificial intelligence (AI) has quietly moved from buzzword to backbone in financial services. Whether you notice it or not, AI is already shaping how your super fund flags unusual activity, how...
Facing redundancy? Here’s your financial guide to navigate with confidence
A redundancy notice rarely arrives at a convenient time. But the financial decisions made in the first few weeks, such as what to do with the payout, whether to touch super, how to bridge the income...
Financial Literacy for Life. What Schools Don’t Teach
Most of us left school knowing how to calculate the area of a triangle. Very few of us left school knowing how superannuation compounding works, how to read a credit card statement, or what a...
Why Estate Planning Matters & Tax Considerations
Estate planning isn’t just about writing a will, it’s about ensuring every aspect of your personal, financial, and medical affairs is protected. When you consider the potential financial and...
2026 End of Financial Year Tax Planning
As the end of the 2026 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...
Your 50’s Insurance Audit. Stop Overpaying for Yesterday’s Risks.
Picture this scenario, Christine, 52, recently discovered she was paying $18,000 annually for insurance policies designed when her twins were toddlers. Her mortgage is now $120,000 (not $450,000),...
The 50/30/20 Rule: A Simple Framework for Financial Success
Managing your money doesn't have to feel overwhelming. Suppose you're in the accumulation phase of life. In that case, whether you're building your first emergency fund, saving for a home deposit,...
Disclaimer: This article contains general information only. The information contained in this article is not designed to be a substitute for professional advice as such a brief guide cannot consider and cover all individual needs, objectives, circumstances and conditions applying to the law as it relates to these items mentioned in this article. No responsibility can be accepted for errors, omissions or possible misleading statements or for any decisions or actions taken as a result of any material in this communication. Appropriate expert advice should always be considered from a professional financial adviser prior to making any financial decisions. Liability limited by a Scheme approved under Professional Standards Legislation.