While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
In this article, we explain how TRIS works, its impact on superannuation, and key considerations for Australians approaching 60 who are planning retirement.
Learn how capital gains tax applies to inherited assets in Australia, including key rules, exemptions, timing and real-world scenarios.
Brendan Smith explains how transparency and long-term relationships shape modern financial planning and better client outcomes.
Australia has no inheritance tax, but inherited assets can still trigger CGT, income tax, and super death benefit taxes.
Learn how Division 296 super tax works if your super balance is under $3M. Financial advisor answers FAQs and explains planning strategies, so you stay ahead.
ASFA’s new retirement benchmarks have risen. Discover what it means for singles and couples, and how First Financial can help you plan ahead.
Meet Adam Ezerins, a relationship-driven financial adviser helping clients make work optional and build personalised, practical plans for life.
Financial decisions shape personal freedom and long-term success. Young high achievers increasingly seek more than generic guidance
What does retirement mean from a financial position? It may feel somewhat abstract until you dig into its truth.
We are seeing more high achievers considering retirement by age 50. What would life look like if work were optional by 50?
