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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.

Age pension, Government benefits, Retirees

Cost of Living Concession

For all Age Pensioners and Commonwealth Seniors Health Care Card holders (and other Concession beneficiaries) in SA, now is the time to apply for your Cost of Living Concession if you haven’t already… This year’s Cost of Living Concession is a one off payment of at least $224.60 and Age Pensioners can get up to $449. The application process is pretty simple by entering some basic details online (or via the paper form) but you do need to apply before December 31, 2022 to receive the payment.

Aged care, Government benefits, Retirees

Lump Sum Bereavement Payment

When a member of a pensioner couple passes away, the surviving spouse may receive a lump sum bereavement payment. The lump sum bereavement payment is calculated over a 14-week period from the date of death.

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Latest insights

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.

14 November 2025

SA Government Employees – Unique Retirement Advantage

Lachlan Harvey

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.

24 October 2025

Retirement Living: Choosing the right path for your Lifestyle and Finances

Craig Kirkwood

Retirement is a time to enjoy your well-earned freedom and comfort, but choosing where to live can be one of the most financially complex decisions you’ll make. While retirement villages are a well-known option, they’re just one of several choices available to Australians, each with their unique lifestyle and financial implications.