Division 296: Explained. What it Means for your Super
The proposed Division 296 superannuation tax is scheduled to apply from 1 July 2026 and may affect individuals with total superannuation balances exceeding $3 million. While many Australians will not be impacted, those with larger superannuation balances or...
Are You Passing On Your Wealth Too Late?
Most people with accumulated wealth have a plan for what happens to it when they die. Few have a plan for what happens to it while they’re alive. A couple spends decades building a portfolio, lives carefully, invests wisely, and holds that wealth in place while...
HELP Debt Cut to Benefit Millions of Australians
The federal government is moving ahead with a 20% cut to outstanding HELP (formerly HECS) student loan debts, delivering financial relief to around 3 million Australians. The proposed legislation, introduced to parliament this week, is expected to pass with bipartisan...
Reduce Financial Pressure with Downsizer Contributions
Australian retirees and those saving for retirement have been up against high inflation, cost of living pressures and now investment market volatility. We’re seeing an uptick in clients seeking to increase their super to build a more substantial buffer against...
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