Case study: How a UK Pension and superannuation strategy helped this couple retire sooner
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
Aged Care Reform delay: What it means for you
The Australian Government has postponed the rollout of the new Aged Care Act, scheduled for 1 July 2025. The updated legislation will now begin on 1 November 2025.
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How much do you need to retire comfortably? The latest from ASFA
Each quarter, ASFA updates a guide that outlines how much singles and couples need to spend in retirement to enjoy either a modest or comfortable lifestyle.
How much do you need to retire comfortably? The latest from ASFA Read More »
Proposed new superannuation tax: What you need to know
The Australian Government has announced a significant change to superannuation taxation, set to commence on 1 July 2025.
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5 key things to know about 2025 Aged Care rule changes
New aged care rules will take effect from 1 July 2025 that may add complexity in understanding aged care fees and making informed financial decisions.
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Selling property in WA: Key financial, legal and strategic considerations
From understanding capital gains tax and WA’s stamp duty rules to timing your sale in the WA market cycle, savvy property owners leave no stone unturned.
Selling property in WA: Key financial, legal and strategic considerations Read More »
Federal Budget 2025: Key Announcements
The 2025–26 Australia Federal Budget outlined a series of measures to ease cost-of-living pressures, boost housing supply and provide targeted tax relief.
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Helping your child buy a home – financial strategies and considerations
Helping their children buy a home is a goal for many parents but this generous act requires careful planning.
Helping your child buy a home – financial strategies and considerations Read More »
Should I have a cash reserve and how big should it be?
Life has a funny way of throwing curveballs. When these moments happen, having a cash reserve can make all the difference.
Should I have a cash reserve and how big should it be? Read More »
Staying the course: Why long-term investors should ignore short-term market volatility
Market volatility can feel uncomfortable, but history shows that those who remain patient and disciplined are ultimately rewarded.
Staying the course: Why long-term investors should ignore short-term market volatility Read More »
How to be more curious, not judgemental
When we replace judgment with curiosity, we create space for learning, understanding, and better decision-making.
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Explainer: The power of compound interest
Understanding the power of compound interest can mean the difference between financial freedom and financial stress.
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What brought us joy in 2024
To reflect on 2024, we asked our team to share what activity(ies) brought them the most joy and fulfilment this year. Here are their answers.
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Opportunity before 5th April 2025 – UK State Pension voluntary contributions
Usually, you can only fill gaps in your NI history up to 6 years, but there is currently a window of opportunity until 5 April 2025 where you can fill up to 16 years.
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Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
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