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Budgeting, Insurance, Investment markets, Lifestyle, Pre-retirees, Retirees

What to Consider Before Your First Financial Planning Meeting

Sitting down with a financial planner for the first time can feel a little daunting. You might be wondering what to bring, what will be asked, or simply whether you’re ready to share your personal financial information. The good news is that a first meeting is simply a conversation, and a bit of preparation goes a long way toward making it a productive one.

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Tax Time Has Arrived: 10 Strategies to Consider Before Lodging Your Return

July marks the beginning of tax return season for millions of Australians. While many people are eager to lodge as soon as possible, taking the time to review your position and ensure you've captured all available deductions could make a significant difference to your overall tax outcome.

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

2026 Federal Budget Tax Reforms Become Law: What Investors Need to Know

The 2026 Federal Budget delivered some of the most significant tax changes to Australian investors in decades. Following the passage of the Treasury Laws Amendment (Tax Reform No. 1) Bill 2026, major reforms to both negative gearing and capital gains tax (CGT) are now legislated and will progressively take effect from 1 July 2027.

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Wealth Transfer: More Than Just Passing It On

When most people think about passing on wealth, they picture a simple process: build it up over a lifetime, then hand it down to the next generation. In reality, it can be far more complex - and getting it right can make a significant difference to your family’s long-term financial wellbeing.

Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Trusts in focus – What the 2026 budget means for family structures

The recent Federal Budget has brought discretionary (family) trusts firmly back into the spotlight, with proposed changes that could reshape how these structures are used over the coming years. At the centre of the announcement is a proposal to introduce a minimum 30% tax on discretionary trust income, expected to apply from 1 July 2028. While not yet legislated, the measure signals a clear shift in policy direction.

Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

Financial strategies at 55, 60 and 65 — why timing changes everything

“I wish I’d known all this earlier.” It’s a phrase I regularly hear after presenting a financial plan to new clients. It’s rarely ‘too late’ but proactive planning for the future is often the biggest advantage you can harness.

Age pension, Aged care, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Aged Care Higher Everyday Living Fee explained

The Higher Everyday Living Fee (HELF) has replaced the Extra Service Fee and Additional Service Fee as part of the new aged care rules which came into effect on 1 November 2025. The intent is to provide protection to residents purchasing additional services with their residential aged care.

Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Will Retirement Savings Still Matter in 20 Years? Let’s Talk About It.

Every now and then a headline pops up that makes people stop, look twice, and wonder what on earth the future might hold. Elon Musk’s recent claim that retirement savings won’t matter in 20 years definitely falls into that category. It’s bold, it’s dramatic, and it certainly gets people talking. And it’s also very easy for a multi-billionaire to say!

Investment markets, Lifestyle, Pre-retirees, Uncategorised

Will you pay more tax next year?

If you or someone you know is going through a significant workplace change such as a merger or corporate change, call us. The highest profile change locally is the Adelaide Uni merger and there are plenty of others on the go.

Investment markets, Lifestyle, Pre-retirees, Retirees

SA Government Employees – Unique Retirement Advantage

While most Australians are limited to a concessional contributions cap of $30,000 per year (for 2025-26), Super SA's Triple S scheme operates under different rules. Those rules can open the door to significant tax savings and a much faster path to financial independence, if you know how to use them. For those over age 60, the planning opportunity becomes even more powerful when combined with a Transition to Retirement (TTR) strategy.

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Latest insights

21 July 2026

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What to Consider Before Your First Financial Planning Meeting

Tax Time Has Arrived: 10 Strategies to Consider Before Lodging Your Return

2026 Federal Budget Tax Reforms Become Law: What Investors Need to Know

Wealth Transfer: More Than Just Passing It On

Trusts in focus – What the 2026 budget means for family structures

Financial strategies at 55, 60 and 65 — why timing changes everything

Aged Care Higher Everyday Living Fee explained

Will Retirement Savings Still Matter in 20 Years? Let’s Talk About It.

Will you pay more tax next year?

SA Government Employees – Unique Retirement Advantage

Get in touch

Latest insights

What to Consider Before Your First Financial Planning Meeting

Tax Time Has Arrived: 10 Strategies to Consider Before Lodging Your Return

2026 Federal Budget Tax Reforms Become Law: What Investors Need to Know