With another Federal Budget behind us, many business owners, investors and families are asking the same question: What does this mean for me? While media coverage tends to focus on individual announcements, the broader trend is becoming increasingly clear....
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...
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...
A free will sounds like a practical way to get an important task off the list. But for families dealing with larger estates, that decision can come with a significant price tag that doesn't appear until after you're gone, and by then, it's your beneficiaries left...
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...
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...
Australia’s property market is showing signs of renewed strength, with national dwelling values rising 0.4% in March 2025. This marks the second straight month of growth, following a period of slight decline. The median house price across capital cities now sits at...
Australians are inheriting more than ever, with annual intergenerational wealth transfers growing from $24 billion in 2002 to $52 billion in 2018. With more at stake, courts are seeing more wills challenged, often by adult children. Increasingly complex family...
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