Payday Super: The countdown is on
With just two months until the launch of Payday Super, the Australian Tax Office still has some concerns that not all employer businesses are fully aware of their responsibilities under the new rules …
Market Update: Investing through geopolitical unrest
Recent events in the Middle East – and the way markets have responded – will understandably feel unsettling for some people. When geopolitical tensions dominate headlines, it’s natural to question what this means for your investments …
Accessing your super after age 60
Turning 60 is a big milestone when it comes to your superannuation. In particular, the rules around accessing your super in your sixties became much simpler from 01 July 2024, with the preservation age now effectively being 60 for e …
How much money do you really need to retire?
It’s one of the most common questions we hear as financial advisers: “How much money do I need to retire comfortably?” The honest answer? It depends. …
Retirement Planning: seven mistakes to avoid
You might be looking forward to putting a full stop to your working years, but a few miscues along the way could take the joy out of retirement. From underestimating how much money you’ll need – to not being proactive with your supe …
You're 55 with no retirement plan
If you’re thinking, "I'm in my 50s and I have no retirement plan...have I left it too late?" – take a deep breath. You’re not alone, and it’s definitely not too late to start planning for your retirement …
FBT 2026: What's the latest?
With the current Fringe Benefits Tax year approaching on 31 March, now is a great time to know what’s happening in the area of FBT. The topic of focus this FBT year-end is the provision of commercial-type vehicles in your business f …
Payday Super: What your business needs to know
Running a business already means juggling payroll, cash flow and compliance – and from 01 July 2026, there’s a significant and mandatory change that will reshape how you manage superannuation for your employees …
Tax and financial advice from 'finfluencers'
Scrolling through social media these days, it’s hard to miss the endless money tips, tax “hacks” and investment advice popping up in your feed. These posts often come from so-called financial influencers – or “finfluencers” – who ma …
Estate Planning: 14 essentials other than your Will
One of the most important things you can do for your loved ones — and your own peace of mind — is make sure your affairs are in order before you pass away. But there’s a lot more to the estate planning process than getting your Will …