News

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.

Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some

In this Issue: Market update Jeremy’s baby news A super window of opportunity ATO crackdown on family trusts Rates on the rise 5 minutes with

Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women

In this Issue: Market update Michael Chiel gets married The unconventional guide to borrowing to invest The road ahead for shares Minimum Pension Drawdown rates

There’s good news for first home buyers. The First Home Super Saver (FHSS) scheme which allows you to save for your deposit in your super

Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some

In this pre-election campaign budget, a number of measures have been announced to assist in reducing the pressure caused by increased costs of living and

Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider beyond the

The Federal Government initially reduced the minimum drawdown rates in March 2020 in response to COVID-19’s impact on investment markets for the 2019/2020 and 2020/2021

Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to

With all eyes on the federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not