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Age pension, Government benefits, Retirees

In a changing industry, it’s Goldsborough vs the trend…

The changes in the Financial Services industry in recent years have completely redefined the advice process and the advisers that provide it. The latest figures* show that of the top 16 adviser licencee groups nationally, only 4 had a net positive influx of advisers in the past 2 years. Those 4 groups cumulatively attracted just 66 advisers, while the other 12 groups cumulatively lost 2,966 financial advisers.

Age pension, Aged care, Government benefits

Issues to consider if children pay their parent’s refundable accommodation deposit?

In many cases a person’s wealth is tied up in the family home. In many situations, the home is sold to fund the payment of the Refundable Accommodation Deposit (RAD) and other aged care fees. However, there can be many reasons as to why people want to retain the home.

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

Opportunities from recent changes to contribution rules

After spending a week of my annual leave painting the house, getting stuck into some re-contribution strategies is a very welcome change! From 1 July 2022, there have been some good news changes to contribution rules and limits which I’ll outline for you as well as discuss some possible opportunities resulting from the changes.

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

Happy New Financial Year!

The super and the tax system is an ever-changing landscape and this year is no different. The article below summarises several changes taking effect in the new financial year.

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

Do I need $1 million to retire comfortably?

How much money do you need to retire? It’s a question most Australians ask themselves at some stage. You may have heard you need $1 million – a figure that’s often mentioned. The truth is there’s no one-size-fits-all amount. A comfortable retirement will look different for everyone. The amount of money you will need when you retire depends on many factors..

Investment markets, Lifestyle, Pre-retirees, Retirees

Omicron and Russia; a one two punch to the world’s central banks

Back in our March 2021 newsletter we commented on the $1.9 trillion US stimulus package and a decline in bond prices. Central banks around the world kept interest rates at near zero in spite of rising inflation telling everyone to keep calm there is nothing to see here.

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

Four Common Barriers to Saving more Super

What’s stopping you from saving for a retirement you can really look forward to? Take a look at these four common barriers to saving more super and make a plan for having all your goals and financial priorities in order..

Investment markets, Lifestyle, Pre-retirees, Retirees

Helping Adult Children to Buy Property?

Houses are expensive. Many parents are wanting to help their adult children to enjoy the benefits of homeownership for financial security and family stability. This leads many parents to explore options for assisting their children to buy a home. Let's consider some of these options.

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

Change your Money Mindset

I recently read an article in the FPA’s Money and Life Magazine that offered 7 ways to change your money mindset and behaviour for the better and how to feel richer for it and thought I would share them with you:

Budgeting, Lifestyle, Pre-retirees, Retirees

Falling Property prices

Australian house prices have declined for the second month in a row in June - and the pace of losses is accelerating sharply. According to CoreLogic's market-leading index, house prices across the five largest cities fell by more than 0.8% (on average) in June following on from a 0.4% loss in May.

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Latest insights

27 February 2026

Aged Care Higher Everyday Living Fee explained

Matthew Kelly

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.

21 January 2026

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

Michelle Sanchez

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!

10 December 2025

Will you pay more tax next year?

Will Chapman

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.