Category Added in a WPeMatico Campaign
For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings. One strategy that can support this approach is a Transition to Retirement Income Stream (TRIS or TTR).i…
There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare have given many of us more time than our grandparents could have imagined. But alongside that good news is a quieter reality that deserves attention. Researchers now talk about the…
Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the tax advantages these structures have traditionally offered.i…
Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs. Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that…
Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian economy, with inflation easing more than expected last month, cooling bets of interest rate hikes in the short term. Globally, shares delivered strong gains and Australian equities reached their highest level…
Property investors are facing a whole new world this financial year following the tax reforms announced in the May Federal Budget, the ATO tightening the rules around claiming deductions for holiday homes and the government’s decision to abolish the ability to purchase residential property through self-managed super funds (SMSFs). While there is no need to…
As a new financial year rolls around, most of us have been busy getting everything in order. While you are ticking off your financial housekeeping tasks, there is one important area that deserves a spot at the top of the list: your digital security. It is easy to overlook, but reviewing your passwords, security settings,…
In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, it can feel as though some form of…
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these changes can help ensure your strategy takes…
If your workday and list of things to do often feels unrelenting, you are not alone. For years, hustle culture glorified long hours, constant motion, and sacrificing rest to prove commitment. It promised success, but left many busy professionals drained, distracted, and stuck in a cycle of busyness without progress. Structured focus offers a smarter…