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Estate Planning and Family Involvement: Building Confidence Across Generations
Bringing your family into estate planning conversations can be one of the most valuable steps toward clarity and peace of mind.
Boosting Your Retirement Savings
For Australians aged 55 and over, selling the family home can also be a chance to boost retirement savings.
The power of the Age Pension
“Will this be enough to fund our retirement?”
How a Recontribution Strategy Can Reduce Tax on Your Super for Future Generations
How a Recontribution Strategy Can Reduce Tax on Your Super for Future Generations
Catch-Up Super Contributions: A Powerful Way to Boost Super and Reduce Tax
Catch-up contributions allow you to exceed the standard annual concessional cap ($30,000 pa) provided your total super balance was under $500,000 at the previous 30 June and you have unused cap amounts from the past five financial years.
Value of Long-Term Investing
Investing for the Long Run: What 30 Years of Data Tells Us
FY2025 Market Review and FY2026 Outlook
A year of strong returns, shifting leadership, and cautious optimism ahead
When can I afford to retire?
“When can I afford to retire?” or “How long will my money last?”
Are some of the most common and important questions we hear.
The risk of a US public debt crisis – and implications for shares
US tax cuts point to ongoing budget deficits around 7% of GDP, a rising trend in already very high public debt and a further rise in already record debt interest payments.
Navigating Aged Care Reforms: We’re Here to Help
With significant changes to the aged care system coming into effect from 1 November 2025 (delayed from 1 July 2025), now is an ideal time to seek guidance if you, a parent, or a loved one are considering aged care.